Currently, we cannot save a file to multiple clients. But this feature is in our backlog as an enhancement.
Articles in this section
- Practice-wide Shared Email Account
- Where does FYI picks up the Salutation/Addressee from when creating letters?
- Can administrators check back in files checked out to other users?
- Why is Preview or Full Screen not formatting documents correctly?
- 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?