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
- Final Reports & Returns
- Partner Files
- Policies & Procedures
- Practice Admin
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 Category for “Year” is automatically added.
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.
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 administrator, or a user in a User Group that has Permissions enabled for Templates, uses the Knowledge - Templates list to create and edit Templates, Word Stationery and Email Signatures.