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.

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.

Refer to Adding Comments and Notifying Team Members