Document Lists

Within each Workspace, documents, emails and tasks in FYI are displayed and accessed from Lists. These lists display information in columns and are used in the same way throughout FYI.Using the Client Name as a Hyperlink

Wherever the Client Name displays in a List, this is a hyperlink that you can click on to navigate to the relevant Client Workspace.

Navigating to a Client Workspace is a useful way to display all the information for that client in a single click.

Selecting Documents in a List

You need to select a document in a list before you can perform certain functions on it. Some functions can be applied to multiple documents, emails or tasks.

To select one item in a list:

• Click on the relevant document, email or task and it will display as highlighted with a dark background.

To select multiple documents in a list:

1. Click Select to display the checkboxes in the left-hand column next to each document/email.
   or
   Click Bulk Update to display the checkboxes in the left-hand column next to each document/email.
2. Click the checkboxes to select the ones required.

Refer to Bulk Updating of Filing Details

To select all documents in a list:

• When Select or Bulk Update has been clicked and the checkboxes are displayed, click the checkbox in the column heading to select all the documents currently displayed on that page.

Unselecting Documents in a List

• Click the checkbox for the selected document to remove the check
• To unselect all checked documents, click Cancel in the tool bar.

Refreshing a View

You can refresh a view by clicking the Refresh button at the right-hand side of the column headings.

This can be used when you want to instantly update a list of documents for an update that has happened in the background. For example, when you have filed an email from your Outlook inbox that you have open.

List Icons

Within each Workspace, Lists use icons to provide additional information about documents, emails and tasks.

Hovering the mouse pointer over the icon displays a description and additional information, such as:

• the number of Tasks pending
• the user who is editing the document
• the number of emails in the thread.

Icon	Description
	Draft. Displays when the Delivery Status is "Draft" (for a Word document or email). As a Word document is generally used for correspondence, the Delivery Status is initially set to "Draft" . When you mark the document as "Sent" (using the Send or Mark Sent function), this changes the status to "Sent". Refer to Document Delivery Status
	Tasks Pending  Hover the mouse over the Task icon to see the number of tasks that are pending.
	Document being edited  Hover the mouse over the Document being edited icon to see the name of the person who has the document open. This person must finish editing the document before any other user can open it.
	Email thread Where there are threads in an email trail, you can see threads in the FYI drawer in the Threads section.
	Email has Attachments Where an email has attachments, the paperclip icon displays next to the email in lists.
	Document has a Comment This displays when a Comment has been added to a document. Refer to Adding Comments and Notifying Team Members.
	Document has been Stapled This displays when the document has been stapled to more or more other documents using the Staple button. Refer to Stapled Documents.