Every single user of FYI will at some stage need to bring an external document into the platform. To do this in the most efficient way, its important to understand the different methods available for uploading documents.
Note: If you wish to upload your entire historical document store, then please refer to our Migrating your Documents article.
Watch this tutorial to learn how to:
- Drag and drop documents
- Import documents via your OneDrive FYI - My Imports folder
- Upload non-client documents
- Save office documents to FYI.
For more information, refer to Using Upload to Import a File.