You can use Upload to import any type of file into FYI. This is useful for files such as images or zipped files.
For a video walkthrough that includes this feature, refer to Uploading Documents to FYI (2 min).
- From FYI, click + New
Select Upload from the list of document types.
Or, from the workspace, simply press the shortcut key U for a new Upload.
The Import Drawer displays on the right-hand side.
- Select the Client and Cabinet.
Client - Type at least three characters of the client name to display all clients containing those characters. Then click to select the required client.
Cabinet - If the selected Client has a default Cabinet, or you have a default for your own settings, this is displayed. This can be changed if required.
When the Client and Cabinet have been selected, defaults display as relevant for the what you have selected, for example, Categories, Jobs, Tags and Keywords are all set to display as relevant depending on the Cabinet selected.
- In the Drawer, select or enter the filing fields, or change the defaults that are given:
Categories - select the filing Category/Categories for the document, such as Year and Work Type.
Job - If Jobs are enabled for the selected Cabinet, you can also select a Xero Practice Manager Job for the client (refer to Jobs).
Tags and Keywords - If the selected Cabinet has been enabled for Tags and/or Keywords you will see these as additional Categories. You can create or select one or more Tags as additional categorisation. You can enter one or more Keywords that can be used when searching for the document. Refer to Tags and Keywords.
- Click Choose a file to select the filename from Windows Explorer. Or you can drag and drop the file onto the Choose a file area in the Import drawer.
Name - The Name of the document in FYI defaults to the name of the file you have imported and you can change this if required.
The icon that displays in lists shows the type of file that was uploaded, for example, Word, PDF, Image, Zipped (refer to Document Types and Shortcuts).
For files such as Office files, images and PDFs, you can use the Preview to see the contents.
Use the Export function to open an uploaded file (refer to Exporting Documents).