This course provides new users with the foundations of working with emails and documents.
Learn how to locate documents in FYI, upload and save documents, create and edit documents and file emails from Outlook.
Before you begin, please make sure you can login and display the Drawer in FYI, Outlook and Office.
Refer to Getting Started as a New User
Locating Documents
Watch this video to learn how to:
- Use the quick-access drop downs
- Search for a Client using the Group Client Job search
- Navigate between Clients and Client Groups
- View documents for a Group, Client or Job
- Add columns, sort and filter lists
- Use the text search
- Use the filter drawer.
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Uploading Documents
Watch this video to learn how to:
- Drag and drop documents
- Import documents via your OneDrive FYI - My Imports folder
- Upload non-client documents
- Save office documents to FYI.
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Creating and Editing Documents
Watch this video to learn how to:
- Create a document within FYI
- Apply stationery to a document
- Apply a template to a document
- Check documents out for editing
- Identify documents that are currently being edited
- Check in documents to save your changes
- Review the history of documents.
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Filing Emails from Outlook
Watch this video to learn how to:
- Access the FYI drawer from within Outlook
- Identify the filing status of emails in Outlook
- Action emails from your In Tray in FYI
- File emails from Outlook
- Add comments and tasks to an email.
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Navigating My Settings
Watch this video to learn how to:
- Set Office & Outlook defaults
- Specify auto-file preferences
- Attach a digital signature
- Share your in-tray with other users
- Complete a health check of your individual setup.
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