If you are syncing documents from a folder system (such as HowNow, Handisoft, Windows Explorer, SuiteFiles, SharePoint and others) FYI can import the last modified date from the document source. This information comes through with the document during the syncing process.
Note: This needs to be run AFTER the document import has finished.
To bring in the last modified date into FYI:
- From FYI, click Settings in the top right-hand corner.
- Select Practice Settings and then select Documents.
- Go to the Import/Export tab.
- Click Run.
- For Source, select “FYI Direct (Enterprise Direct)”.
For Mode, select “File Times”. This removes the other options from the Import/Export selections.
- Click Create.
Wait for the import to run, and once complete, the modified dates on the documents will be updated.
Note: This does not update the modified by. Modified by for imported documents, from a folder system, will remain as “FYI Support”.