FYI gives you the ability to view all documents for a Client Group, for an individual Client within a Group or even for a specific job. Learning how to navigate between these views makes it easy to find documents when working on multiple entities or jobs within a client group.
Watch this tutorial to learn how to:
- Search for a Group, Client or Job
- Navigate between Groups, Clients and Jobs
- View Documents for a Group
- View Documents for a Client within a Group
- View Documents for a specific Job for that Client
For more information, refer to Displaying Information for Family or Client Groups.