You can Export documents so you can view them outside of FYI for use offline.
For example, you may wish to share a number of documents with a client. They can be copied to the client's One Drive or copied to a USB stick. You select the documents you wish to share and use the Export function. This will create a local copy of each document in Windows Explorer, which can then be copied.
- In FYI, select the document(s) you want to export in one of the lists.
For information on how to select multiple documents, refer to Bulk Updating of Filing Details
- Click the Export button in the tool bar.
- A message displays in the Drawer that the document(s) are downloading.
- The export file is added to your OneDrive and a link to downloaded file(s) is shown in the bar at the bottom of browser screen.
Note: The Export function is only available for relevant types of documents and for emails. It is not relevant for FYI internal client interactions such as Meeting, Phone Calls, File Notes.