A function to do this is coming soon.
Articles in this section
- How can we categorise documents within a work type (for example invoices) that relate to different contractors?
- How can we store non-client documents in FYI?
- What is the default number of documents displayed on a page and can I change this?
- Is it possible to save a file to multiple clients, but only have one instance of the file, i.e. have multiple client names in the client name field?
- Can I link to a file from a third party site?
- How can I find missing emails and documents?
- Why has an Email or Document "disappeared" from FYI?
- Is there a way we can do a bulk delete from the In Tray?
- Why can I not edit or delete a document?
- How can I confirm that an email or document is successfully marked as sent?