Managing Views

An FYI administrator can use the Practice Settings - Documents - Views to change or delete Views.

1. From FYI, click Settings in the top right-hand corner.
2. Select Practice Settings and then select Documents.
3. Go to the Views tab.
4. Select a saved view in the list and click Remove.
   
   

You cannot delete a view that is used in a Process (refer to Custom Processes using Views and Summary Notifications). A message displays to show you the process(es) the view is used in.