Unique Document Reference Number

Every document and email in FYI has a unique, internal reference number. The number is prefixed by the initials of the user who created the email or document.

The Reference is included in the information displayed at the top of the Drawer.

When editing a document through OneDrive, the Reference is added to the document name displayed at the top of the screen.

The Reference can also be displayed in the lists. If it is not already displayed on a list, you can add it as a column (refer to Adding/Removing/Moving Columns in a List).

In the Documents list and in Clients - Documents, you can select the view "Mail Register - By Reference" to display the emails with the Reference number column displayed.

You can also create custom views that include the Reference column (refer to Saving Changes to the View Layout, Modifying and Deleting Views).

You can use the Reference number to search for a document, even when the Reference column is not displayed in the list.

The Reference number can be included in Email templates by selecting the Reference Number merge field when setting up the template in FYI.

In the templates or stationery for Email, Word or Excel documents you can include the <<ReferenceNumber>> Merge Field in the document that is used for the FYI template or stationery. Refer to the articles in the sections Stationery and Templates and Stationery and Templates for Email.