The Documents list allows you to search, sort and filter documents across every client in the practice.
For an introduction to key concepts, watch our 1 minute tutorial on Navigating Documents below:
By utilising search, sort and filter functions, you are easily able to locate a document even if it has been misfiled against an incorrect client.
There are various views available from the drop-down list, such as "Recent" (which is the default view), "Deleted", "Emails - Sent", "Emails - Drafts", "Mail Register – Received". The Emails views and the Mail Register views are useful as a "mail book" so if an email or document goes missing, you can check when it was sent/received.
You can also click the down arrow next to the Documents menu option from any of the lists or workspaces to select one of the last 20 documents that you used.
Refer to Quick Access to Recently Used Documents.
The Getting Started with Document Management User Guide provides an introduction to document and client relationship management in FYI.
Learn how to:
- Import documents into FYI
- Create documents and client interactions
- Work with documents
- Send documents to clients