Document Shortcuts – FYI

The following table is a summary of the different types of documents and interactions held in FYI, including:

Hovering your mouse pointer over the icon displays a description of the type of document or interaction.

Icon	Type	Shortcut Key	Shortcut Action
	Outgoing Email	E	Creates an Email using Outlook. Can be created using a template.
	Incoming Email
	Word	W	Creates a document in Microsoft Word using a template and stationery preconfigured for your practice.
	Excel	S	Creates a Spreadsheet using Excel. Can be created using a template.
	PowerPoint	P	Creates a PowerPoint Presentation. Can be created using a template.
	Meeting	M	Creates a record of a meeting that has been held or for a future meeting.
	Phone Call	C	Creates a record of a phone call.
	File Note	F	Creates a file note for the client.
	Web Link	L	Records a link to a URL, for example to a report held for the client on a different site.
	PDF Image Zipped	U	Upload any type of file into FYI.