Comments and Notifications

Comments

The Comments feature allows questions, updates and commentary to be added to specific documents and tasks, assisting team collaboration. Email notifications can be sent automatically to FYI users referenced in the Comments.

You can add Comments to documents in FYI and also from the FYI Drawer in Outlook and Office.

Refer to Adding Comments and Notifying Team Members

Dashboard - My Comments

The My Comments tab in the Dashboard displays a summary of any documents for which you have created a Comment or on which you have been mentioned. This displays the name of the person who created the Comment and it also displays the message. Click on the first line of the summary to display the details of the relevant document in the drawer with the Comment panel opened automatically.

You can filter the Dashboard - My Comments by Date Range with a Start and or End Date. You can also filter these by comments you are mentioned in or that you have created.

Comments for Automation Processes

Automatic notifications can be set up via Comments that are defined and triggered as part of process automations. These set up an automatic alert system to ensure your practice is aware of any documents that have been imported, filed or changed automatically as a result of an Automation process. Refer to Notifications via Comments.

Notifications

FYI users can be notified about a task via the FYI Dashboard or email, depending on your preference.

If you wish to receive email notifications, you can configure your settings via the main menu on the FYI Dashboard. Go to My Settings > Profile to specify whether you want to receive email notifications related to tasks.

When the Status of a task is marked as Complete, as well as updating the task in FYI, an email is sent to notify the delegator.