- Added Bulk Update to the Clients list. This can be used to update the Client Settings (Cabinet, Categories, Send Attachments and Include in AutoFile) for selected clients, all clients, or for the clients that are currently filtered in the Clients list. Refer to Clients Bulk Update.
- Tags can be updated using Bulk Update. Refer to Bulk Updating of Filing Details.
- A user with template and signatures access can not create an Email Signature.
- When displaying Clients in the drawer and when displaying Users in the drawer, such as in Tasks, now shows all clients or users instead of the restriction of 50 records.
- In Automation - Custom Process, correctly includes an attachment to an email when the recipient is changed via the People section from the drawer.
Custom Processes can be set up that use a view in FYI to trigger the process. This can be a system view or you can set up your own views to use.
Custom Processes can also be set up so that the notifications are sent out automatically as a summary.
Note: Summary Notification is only available when "Document" is selected as the Trigger and when an FYI view is used to trigger the process.
An example of these two features is when there are documents "Pending Approval". You set up the Custom Process to send out a notification to each of the relevant approvers, for example every 12 hours. When the Summary Notification is triggered, the approver receives a notification. Depending on the users settings, this will also get sent as an email. The notification and the email show the number of emails and documents that the approver has pending approval. The email includes a link that the Approver can click to go directly to the Documents list automatically filtered to show only the emails/documents that are "Pending Approval" and where that user is selected as the Approver. The link in the notification displays the Documents list automatically set to the "Workflow - Pend Approval" view which can then be sorted or filtered on the Approvers name.
For an example of the notification that is sent, refer to Reviewing and Approving Emails and Documents and for details of how this is set up refer to Custom Processes using Views and Summary Notifications.
- Practice Settings includes the setting Advanced Workflow. When Advanced Workflow is enabled, the additional Workflow Statuses of First Review and Final Review are available. Refer to Multi-Person Review and Approval and Practice Settings.
- When selecting an email of document in the My Approvals tab, the preview pane no longer opens automatically.
- Processes can be set up to Update Job State. In the Action for Update Job State step, you select the Job State to be set by the process. Refer to Automation Process Steps.
- Dashboard - My Jobs now includes all jobs that are assigned to the user, and includes those where the user is assigned as the Partner, Manager or as as Staff.
- In Automation processes, when adding the Merge Field Client Name to the name of an email or document that is produced, this now correctly includes the client name in the document name.
- Additional recipients are now correctly retained after adding or removing attachments.
- Client search now shows up to 50 records in the results.
- In Automation, when running a test for a specific client, client name now displays correctly in the filter popup.
- Opening a job from the Jobs list now opens the job in the same browser tab, not in a new tab.
- When sending a PDF for signing to Adobe Sign, the first email address for the recipients shows as the "Signer".
- My Workflows has been renamed My Approvals and now displays only emails and documents with the workflow Status of "Pending Approval" and where the user is the Approver.
Emails and documents with "Changes Requested" are not included and it no longer shows emails or documents that are "Pending Approval" where the user is the owner.
- Email Contents search has been extended. When the Content Search button is enabled, this now searches within the content of emails, phone calls, file notes and meetings. Refer to Search within Email, Phone Call, File Note and Meeting Content.
- Sorting on columns now only sorts on a single column at a time, the last one that was clicked. If you have sorted a column (ascending or descending) and then sort on a different column, this removes the prior sorting that was applied. Refer to Sorting and Filtering.
- The Job drawer includes a section Assigned Users with the users that have been assigned to that job. Refer to Using the Job Drawer.
- Correction to name of files returned from Adobe Sign when multiple files are sent for signing with one subject line.
- When Security is applied to a client, the client no longer displays in the Client Group.
- When sending a PDF to DocuSign, now retains any Tags that have been added to the filing details.
- Where a Word document has been converted to a PDF, deleting the Word document no longer deletes the converted PDF.
- Corrected an error on the documents lists when including the From column and filtering on this.
- Corrected an error on the Client - Tax tab when filtering by Year.
- On the Tasks list when displaying the drawer for a Task, the Job name now displays in white in the highlighted details in the list.
- Update to Attachments. Refer also to Filing Email Attachments and Filing Email Attachments - Non Default Configurations.
For any outgoing emails that you are sending with attachments, the attachments will never be auto-filed. This is always the case regardless of if you have Save Attachments Separately set as "On" or "Off". Attachments will often be documents already filed in FYI, so this prevents duplicate documents in FYI.
Regardless of the settings for Save Attachments Separately and for In Tray Review/AutoFile, once an email has been filed in FYI any attachments for both incoming and outgoing emails can be displayed and opened from the drawer of the sent/received email in the Attachments section. The Attachments section also shows if the attachment has been filed or not.
The Attachments section now includes the Open icon for all attachments.
- You can open an attachment if required from the filed email by clicking the Open icon.
- If a filed email in FYI is showing attachments to be filed, you do not need to file it to see its contents. You can open it from the Attachments section by clicking the Open icon.
- If you do not want to file the attachment, or it has not been filed separately, it can still be accessed from the original email at any time by clicking the Open icon next to it in the Attachment section.
The Save Attachments Separately is only applicable to incoming emails. When this is set, if you want the attachment in an incoming email to be saved as a separate document, you need to manually save it. This can be from Outlook or from FYI. If attachments are not filed separately inside FYI, they still exist inside the email and you can access them from the Attachments sections in the drawer of the filed email.
When you are sending an email with attachments by selecting one or more documents that are filed in FYI, you do not need to file any of attachments as they are already filed in FYI. Refer to Creating an Email by Selecting Attachments in FYI. When the sent email is filed, you can open the Attachments section and click on the attachment to display the drawer for that attachment. You can also click the Open icon to open the document that was sent as the attachment. The attachment cannot be saved as a separate document in FYI as it is already a filed document.
- Additional tools, including Full Screen added to the Task Details. Refer to Using the Task Drawer.
- There is a limit of 10 files that can be imported with Drag and Drop. Refer to Drag and Drop. There is also a limit to the file size that can be uploaded. If you need to import more than 10 files, or large files, refer to Using OneDrive FYI - My Imports to Automatically Import to your In Tray for how to upload the files using your FYI - My Imports folder.
- In Custom Processes, when adding a Task to a step, the Task Descriptions are now saving correctly.
- If an email in FYI with an attachment is shared and created as Draft in Outlook, sent from Outlook, the Sent email in FYI now correctly has attachments and they are linked to the existing documents in FYI.
- Not longer allows Word templates (.dotx or .dot files) to be uploaded or loaded as FYI templates.
- Corrected issue where Categories in Email templates went off the screen.
- When sending a Draft in FYI email that has the workflow Status of "Pending Approval" , this automatically changes the workflow Status to "Approved". Refer to Approving Emails and Documents.
- When creating emails in FYI, or when using Reply, you can add email addresses as CC or BCC. When the email has been created, the recipients display in the header of the email in the Preview pane. They can also be displayed and changed in the People section of the drawer. Refer to Recipients and Draft in FYI in Creating an Email in FYI.
- In the Automations - Create Email step, Send via is now labeled Send attachment(s). Refer to Automation Process Steps.
- For new installations, the Collaborate filing structure for Co-edit defaults to Cabinet, Group Name and Client Name and for Share this defaults to Group Name then Client Name. Refer to Map your Collaborate Filing Structure.
- When an email is set with a workflow Status "Completed", "Approved", "Pending Client Signature" or "Client Signed" the email shows as locked in the same way as documents. When the Status is "Pending Approval" it also displays as locked for all users apart from any users with an Approval Level of Approver.
- When uploading or exporting templates, dots in filenames are no longer replaced with underscore.
- The My Workflows tab now displays any emails or documents that are for your attention in the workflow process. It now displays emails or documents with a workflow Status of "Pending Approval" or "Changes Requested" and where you have been assigned either as the Approver, or where you are the Owner.
- This allows an Approver to see any emails or documents which are waiting their approval, or where they have requested changes.
- It also allows a user who is the Owner of any emails or documents that are still pending approval, or where changes have been requested.
Refer to Reviewing and Approving Emails and Documents.
- Approver has been added to the Workflow section in automation steps. This can be set to a specific person or it can be set as "Manager" to set the owner as the relative client's manager, or as "Partner". As default, it is set as no approver selected. Refer to Automation Process Steps.
- When using a filter for columns such as Created By or Modified By, you can set System only to show only those emails or document that have been created or modified by the System, such as when they are created by an Automation Process. Refer to Sorting and Filtering.
- When mapping the folder structure for sending documents via OneDrive, the Share folder structure in Automations - Collaborate must be set up with Group Name and then Client Name as the first two levels. If a level in the filing structure does not exist in the filing details of a document (for example, the client Group) Collaborate with ignore this level and create the next level down. Refer to Sending Documents via OneDrive and Map your Collaborate Filing Structure.
- When scrolling down in the Editor (in the Preview pane) the tool bar is now fixed at the top of the panel.
- Corrected issues where the calendar for Due Date in the Task drawer displayed incorrectly.
- When replying to received email that has been filed in FYI using Draft in Outlook, the sender of the email is now used, not the address of the client that the email was filed to.
- Corrected an issue where in some instances the FYI login in Excel and Word did not close.
- When creating a reply to an email from a task, this is now created correctly with the filing details of the email being replied to.
- Corrected error on Bulk Update when this was closed without running and then opened a second time.
- Corrected the preview of a draft email where the Comments overlapped the preview of the email.
- Client start date now reflecting the correct date in the Jobs board.
- Filter drawer in the Client - Documents tab now displays all the Cabinets when there are more than 16.
- Client name is now correctly on notification email if no user is assigned to the document.
- Job Link added to the Jobs List. This creates a hyperlink to the selected job within FYI. The Job Link is copied to your clipboard and can be pasted outside of FYI. A Job Link can be used in emails to other internal users, as a reference to the document ensuring they access the most recent version. When a user is directed to the job via a Job Link, this opens the Jobs list with the relevant job selected and the drawer open. Refer to Tool Bar and Right-Click Functions and Using the Jobs List.
- Tools in the Task Details have changed. The Details editor is now rich text. Refer to Using the Task Drawer.
- Tags field now displays in Word and Excel (both Online and Desktop).
- Client now included in the Automations - Process History tab.
- Tags tab added to Practice Settings > Documents > Tags. An FYI administrator can also use this to add, change or delete Tags. Refer to Using Tags.
- Email Templates and Email Signatures now show the text in the template editor as Rich Text so it displays in the way that the email will be created. You can also copy and paste existing formatted text from Office programs and any formatting is reflected in the editor. Refer to Creating Email Templates and including Merge Fields and Adding an Email Signature to FYI.
- In a users My Settings, the Health tab has been included. This is status page that provides a snapshot summary of all critical dependencies and configurations for the user. For each dependency or configuration this shows a check icon of either green, yellow or red. Users can access the Health tab themselves so they can self diagnose and rectify issues where possible. Refer to Individual Settings.
You can use drag and drop and Upload to import emails, for example emails from a shared mailbox, historical emails etc). Emails that are imported cannot be threaded with the original email.
When filing an email that has been imported with Upload or Drag and Drop, a message displays at bottom of drawer, "Please note: emails imported using drag & drop or uploaded are a new copy which will not thread with the original email."
For emails, the Activity section in the drawer shows "Manually uploaded document" to show that the email was created using drag and drop/Upload. Refer to Drag and Drop and Bulk Upload to a Client.
- When creating a new view, the browser is automatically reloaded so the new created view automatically displays to the user. Refer to Saving Changes to the View Layout, Modifying and Deleting Views.
Documents can be sent via OneDrive to a guest. Sending a link to an Outlook account which is from a different organisation asks for the passcode the first time. Sending the email with the link a second time gives direct access to link. It only asks for the passcode the first time. Refer to Sending Documents via OneDrive.
- Opening a Job in a new tab now works correctly in Chrome.
- Any replies to an email that has been imported with drag and drop no longer leave the reply as "Draft".
- When creating a Task for an email or document, the Task drawer now displays the client name.
- When a document is displaying the Locked icon, this no longer moves when hovering over the document to display the vertical ellipsis icon.
- The Documents list no longer moves when highlighting a document.
- In Notifications, when there is more than 50 items, clicking Mark All Read now marks all the notifications as read without reloading the next page.
- Workflow status for DocuSign now updates correctly from 'Pending Client Signature' to 'Client Signed' if the originator is not an approver, or if the OneDrive account is of another user.
- The Bulk Update drawer no longer disappears when changing the page order in Jobs and Tasks.
- Client Security has been added to the Client workspace. The Client - Security tab allows you to limit complete access to that client to one or more specific users.
The Client - Security tab can only be accessed by an FYI administrator. But an FYI administrator can give security access to a client to any other user, not only to administrators. Refer to Client Security.
Important Note: When Client Security is enabled for a client, only the users who have been given access will see any information about the client. Any other users, including an FYI administrator, will not see the client in the Clients List or in any other lists, and it will not show in any searches. All information is hidden from all users except those who have been given specific access. Only one of the users who has been given access to the client can disable security.
Client Security is only available if your FYI subscription level is "Professional".
You can now use the Workflow for Phone Calls, File Notes or Meetings. Setting the Workflow Status to "Completed", "Approved", "Pending Client Signature" or "Client Signed" for a Phone Call, File Note or Meeting will lock the details so these cannot be changed. Refer to Using the Workflow for Approval - Examples, Creating a Phone Call Record, Creating a File Note and Creating a Meeting Record.
- For archived clients only, the Name of the client can be changed in the Client - Summary (refer to Archived Clients). If clients are imported as part of the migration and cannot be matched, they are imported as temporary clients which are automatically shown as archived. Changing the name can can be useful if they have been imported with Client Codes as the names. Refer to Resolving Unmatched Clients.
- When setting up the structure for Co-edit, a function Update cabinet folders has been added to the Co-edit tab in the Collaborate process in Automation. This creates the relevant folders in the designated OneDrive for your cabinets. You can then set the security for any folders as needed. Refer to Preparation for Co-Edit and associated Security.
- When linking your practice's OneDrive, if you need to change the Admin user, this can be done by clicking the Change link. This needs to be done with caution as this can cause files to be unavailable that have already been sent to the current OneDrive account. Refer to Link and Share your Practice's OneDrive Account.
- Before deleting a Cabinet, if you are removing a Cabinet that is already assigned to any clients or users, these are displayed so you can reassign the default to a new cabinet. Refer to Managing Cabinets.
- A new Merge Field Client Name has been added to the Email Templates. This can be used so that the name of the client, as held in FYI, is shown if an email is addressed to a different email address to that of the client. Refer to Creating Email Templates and including Merge Fields.
- When creating Word, Spreadsheet and Presentation documents, you can select the Opening Method after Creating as Do not open to create the document without opening it. This is useful, for example, when creating a document with a template or if you want to return to it later to make changes. Refer to Creating Documents in FYI.
- Emails created by Automation are now correctly file to a Job, if relevant.
- When using merge fields in email templates for any Xero Practice Manager custom fields that are dates, these are now shown in the format in which they are held, not in mm/dd/yyyy.
- If the desktop system clock is incorrect, when trying to open a document now displays message "Failed to verify user identity, please check local system clock is correct before trying again."
- When using the Editor pane, closing the Editor now works correctly without losing any text that has been entered.
- Workflow status for DocuSign now updates correctly from 'Pending Client Signature' to 'Client Signed' if the originator is not an approver.
- Spaces are no longer replaced with underscore in functions such as Export, download template, email attachments, Adobe Sign/DocuSign documents, FYI - My Edits folder.
- Addition of the Search function in the menu bar to search for Groups, Clients and Jobs. Refer to Group/Client/Job Search and Navigation.
- When creating and updating templates, the Type is not longer needed. This is set automatically as Word, Spreadsheet or Presentation according to the type of file that is added to the template. Refer to Creating Templates for Word, Excel or PowerPoint.
- You can format numerical email merge fields, for example for currency amounts, so the result includes commas and brackets for negative amounts. Guidelines for these are in the Formatting section of the Merge Fields in the Email Template. Refer to Creating Templates for Excel with Merge Fields.
- A check is made when creating an email that the selected client has an email address. If the client does not have an email address you can add this by typing directly in the Email. Refer to Creating an Email in FYI.
- When using the Filter on a column, if there are more than 15 entries than can be displayed in the filter, the Load More link displays. This is now available on a columns. Refer to Sorting and Filtering.
- Zapier app used to set up the Zapier integration is now displaying correctly.