These new document automation features make team collaborate so easy

We’ve released some exciting new features designed to make team collaborate in your accounting practice even easier. 

View Sent Documents 

• Use the Sent filter to display the date and time documents were sent to or received from clients.
• Acts as a mail register – records delivery method such as postal service, courier or email, and important details like reference ID.

View documents as ‘read only’ 

• Open one or more documents as ‘read only’ without locking them from edit access by other users.
• Select a document and click the ‘read’ button in the tool bar
• Or use the preview tab in the drawer.

Staple documents 

• Staple documents together to create a record of them being sent together.
• Or collate a group of documents for internal review.
• ‘Stapled’ link in the FYI Drawer opens a dynamic filter of the documents that have been stapled together.

Share Your In Tray 

• Delegate un-filed documents in your in tray to another user using the share tab in  My Settings.
• Nominate someone else to check, file and/or delete documents in your in tray on your behalf.
  
  

Want to get started?

Learn how to share your in tray - Sharing your In Tray.

Learn more about FYI’s Document Automation features in the section Documents.