For every document inside FYI there are a range of functions that can be performed, these extend well beyond simple reading and editing. Learning to leverage these functions will help to take you from a beginner to an intermediate user of FYI!
Learn more about:
- Converting documents to PDF
- Stapling documents
- Getting a doclink of a document
- Exporting documents
- Updating the delivery status of a document
- Starring documents that are important to you (Starred functions are only available for practices on the "Pro" plan).