Search and Retrieval
Locate documents in seconds using views, sorts and filters to get the full power of metadata and search.
Searching for Documents
Using the Views
- Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation
- Navigating between Groups, Clients and Jobs
- Adding/Removing/Moving Columns in a List
- Emails Sent, Received and Draft and Mail Register Views
- Saving Changes to the View Layout, Modifying and Deleting Views
- Sticky Views
Searching on Filing Details
Using the Document Lists
Starred Documents
FAQs - Search and Retrieval
- What is the default number of documents displayed on a page and can I change this?
- Does FYI automatically clear the search criteria when I leave a screen?
- What does the search include?
- Does FYI file documents into folders?
- How fast is the search, is there a time out, is there a cancel option when searching?
- Is there any searching syntax for performing more advanced/complex search queries?