Search and Retrieval Overview

All the information in FYI is displayed on the Workspaces which are accessed from the menu. Refer to Dashboard, Clients, Jobs and Opening a Job from the Jobs Workspace, Tasks and  Documents.

Information in the workspaces is shown as a List. All lists initially display with default selections. You can then make .selections to search for, sort and filter the information.

• You use the selections in the drop-downs at the top of the lists to choose which documents display. For example, you can select a specific Cabinet, or select a 'view' such as the "Recent Documents", "My recently used" for the clients you have used recently, or clients .for specific partner. These drop-downs will vary as relevant for the list you have displayed. Refer to Searching in Lists.
  
  
• You can use the sort and filter options in the column headings. Refer to Sorting and Filtering.
  
  
• You can also change the order of the columns as well as include additional columns not shown as default and remove columns. Refer to Adding/Removing/Moving Columns in a List.
  
  
• You can combine the search, sort and filter options.
  
  
• You can save the changes made to the layout with Save View. This saves the layout for that list and makes it available to all users in your practice. Refer to Custom Views.
  
  
• The search will only find anything that you have permission to access.