Getting Started with Document Management
Uploading Documents to FYI (2 min)
Reading and Previewing Documents (2 min)
Creating Office Documents From Within FYI (3 min)
Document Action Bar and Starred Documents (6 min)
Understanding Document Icons (4 min)
Knowledge Cabinets (2 min)
Creating Documents and Client Interactions
Managing Documents Like a Pro

Knowledge Cabinets (2 min)

May 05, 2020 06:01
Updated

Boost productivity and consistency by storing practice templates and other non-client documents such as policies and procedures in knowledge cabinets that are easily searched by your team.

Watch this tutorial to learn how to:

View Practice Templates
Create from Templates
Store non-client documents in Knowledge Cabinets that are easily searched

For more information, refer to Knowledge

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

Related articles