Co-editing Documents with your Team
Co-edit allows more than one FYI user to edit a document at the same time. This allows team members to work together on the same document, wherever they are located.
Watch this tutorial to learn how to:
- Create a document as Co-edit
- Mark an existing document as Co-edit
- Identify a document in Co-edit
- Work on a document together with another user
- Finish Co-editing a document.
For more information, refer to the section Co-editing an Internal Document.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray