The following updates have been made to FYI.
- Quick Access to recently used Jobs.
You can click the down arrow next to the Jobs menu option from any of the lists or workspaces to select one of the last 20 jobs that you used. Refer to Jobs Workspace.
- In My Settings - Profile (refer to Setting Defaults and AutoFile Defaults for your Own Login), the toggle for an individual to set AutoFile Email Attachments is disabled if the AutoFile Email Attachments setting for your practice is set to "Off" *refer to Email AutoFile Settings and Exclusions).
- When creating a new document (with the + New button) the list of available templates will only show those that are relevant for the type of new document you are creating. Refer to Creating Documents from Templates.
- If a document is an attachment of another document, the parent document name is displayed in the Attachments summary section in the Drawer with a link to the document. Refer to Email Attachments.