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Note: If you wish to upload your entire historical document store, then please refer to our Migrating your Documents article.
Learn more about:
- Using 'drag and drop' to upload into FYI (drag and drop is only available for practices on the "Intermediate" or "Pro" plan).
- How dropping documents directly into a client workspace can save time filing
- Leveraging your FYI - My Imports OneDrive folder to upload large files (or a bulk number of files) direct to your intray
For more information, refer to Using Upload to Import a File.