FYI comes shipped with 'best practice’ settings to help you get started. These include:
- Default Cabinets and Categories
- Sample Templates and Stationery
These and other settings can be configured at any time to suit your practice. Refer to Configuring FYI to suit your Practice
Default Cabinets and Categories
Cabinets are the way documents are stored within your practice.
FYI comes shipped with the following default cabinets:
- Corporate Affairs
- Correspondence
- Final Reports & Returns
- Partner Files
- Permanent
- Policies & Procedures
- Practice Admin
- Workpapers
Cabinets can be configured to create a filing structure that meets the requirements of your practice. You can change the name of the default Cabinets, add new Cabinets or remove Cabinets.
Categories are the way in which documents in FYI are tagged with meta-data to create a filing structure. Categories can be used as filters on lists when displaying the information in FYI.
When FYI is implemented, the following Categories are automatically added.
- Practice Admin
- Work Type
- Year
For more information, refer to Setting up your Cabinets and Categories.
Sample Templates and Stationery
The sample Templates and Stationery can be displayed from the Knowledge - Templates tab.
The Knowledge - Templates list displays as follows.
This is where all users can view Templates and Stationery and create emails and documents using Templates and Stationery. Refer to Using the Knowledge Templates List.
An FYI Admin, or a user in a User Group with Permissions enabled for Templates, uses the Knowledge - Templates list to create and edit Templates, Word Stationery and Email Signatures.
Refer to Setting up your Practice Letterhead and Email Signature.
Sample Knowledge Cabinet
The Cabinet Policies & Procedures is added by default for a Trial site, and displays as a separate tab in Knowledge. Specific Cabinets can be used for internal documents, such as policies and procedures or internal administration documents. Refer to Internal Documents in the Knowledge Cabinets.
