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.