We’ve released some exciting new features designed to make team collaboration 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 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.