New improvements to search and retrieval functionality

Finding emails and documents has never been easier with these improvements.

• Full-text search on emails - simply turn on ‘search email contents’ and any text you type into the search field will search for that word in both emails and documents stored in FYI
• New document views - simply click the view drop-down menu when searching and pick your favourite view
• Select from our best-practice defaults or create your own custom views
• Locate and link documents within Excel, using the FYI drawer
• Makes the process of attaching supporting workpapers to a spreadsheet super simple

Learn more about FYI’s full Search and Retrieval functionality.