When creating a new document in an Office product, you can file it in FYI directly from Office.
When you have finished creating the new document, and no further changes are needed, you use the FYI Drawer to select the filing details for the document in FYI.
- Click the FYI icon in the Office ribbon menu. The FYI Drawer displays on the right-hand side.
If you are prompted to login to FYI, enter your Microsoft account and password.
- Client - type at least three characters of the client name to display all clients containing those characters anywhere in the Client Name. Then click to select the required client.
Categories - such as Cabinet, Work Type, Year. If Jobs are enabled for the selected Cabinet, you can also select a Xero Practice Manager Job for the client (refer to Jobs).
Tags and Keywords - If the selected Cabinet has been enabled for Tags and/or Keywords you will see these as additional Categories. You can create or select one or more Tags as additional categorisation. You can enter one or more Keywords that can be used when searching for the document. Refer to Tags and Keywords.
Name - to identify the document internally in FYI, the name displays in the lists.
Notes: Once you have clicked Create and the document is saved to FYI, any changes you make to that document will not be saved. If changes are needed, open the document from FYI and edit the document.
Creating a document in this way does not give you access to certain other functions in FYI such as the Templates or Stationery set up in FYI.