If you want to edit a document that is stored inside of FYI, it is quick and easy to do so. Doing so from within ensures a complete audit trail is maintained. For more information, refer to Opening, Editing and Finish Editing Documents.
Watch this tutorial to learn how to:
- Open a document for edit ("check-out") in your preferred location (online or desktop)
- See when a document is currently "checked out"
- Select "I'm Finished Editing" to save your changes ("check-in")
- Check-in documents in bulk from My Edits on your dashboard
Please note that documents cannot be edited if: