Documents
Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
Overview
Creating Documents in FYI
- Creating Word Documents from FYI
- Creating Excel Spreadsheets from FYI
- Creating PowerPoint Presentations from FYI
- Creating PDF Documents from FYI
- Creating Documents from Templates and Stationery
- Using the Knowledge Templates List
Integration with Microsoft Office
Filing Documents in FYI
Previewing, Opening and Editing Documents
Using Document Actions
Working with Documents
Importing Documents to FYI
Templates and Stationery
- Setting up Document Templates and Stationery
- Creating Templates for Word, Spreadsheet or Presentation
- Creating Stationery for Word
- Including Merge Fields in Word Templates and Stationery
- Including Merge Fields in Excel Templates
- Including Advanced Tax-Related Merge Fields in Word and Excel Templates
Troubleshooting
- Delays when opening documents for Edit in Desktop
- Issues with Opening or Editing Documents in FYI
- How to edit a spreadsheet that opens as read-only
- Document does not open when selecting Edit in Browser due to FYI pop-up being blocked
- Unable to edit large files
- Changes made offline to a PowerPoint file not saved to FYI
FAQs - Documents
- Where can I locate all the documents I am currently editing?
- How can I work with old (legacy) Microsoft files such as .xls and .doc?
- Where does FYI pick up the Contact Name/Salutation/Addressee from when creating letters?
- Why do I have to manually log in each time when opening Office desktop Word or Excel?
- Why do files not open in the expected Desktop App when using Firefox?
- How can I store documents that are not for a client in FYI, or save a document that is not associated to any clients? ?
FAQs - Documents and Emails
- Why can't I file an email or document to a certain Cabinet?
- Why does the FYI drawer not display when I select a document?
- Can I save an email or document to multiple clients, without copying it?
- Can I link to a file from a third party site?
- How can I confirm that an email or document is successfully marked as sent?
- How can I prevent the message "Some files contain viruses that can be harmful to your computer..."?
FAQs - FYI Drawer in Office
FAQs - Editing and Deleting Documents and Emails
FAQs - Preview and Full Screen View
FAQs - Syncing Documents
FAQs - FYI Desktop App
FAQs - Document Templates and Stationery
- Why do documents created from Templates and Stationery have incorrect formatting?
- Why are Merge Fields in a Word Template or Stationery not working correctly?
- How do I set up the Date in a Word Template or Stationery?
- Why does the text from a Template not appear when I create a Word document using both Stationery and a Template?
- Why is the client's Addressee not being brought in with an FYI Template?
FAQs - Excel
- Why is a macro-enabled Excel template not allowing AutoSave to be turned on when opened to edit in FYI?
- Why do multiple versions of the file open when I open an Excel file for edit on desktop?
- How can I update Excel spreadsheets with links and external references to other spreadsheets?
- "File is corrupted" or prompt to repair file when opening an Excel spreadsheet
- Why is Excel freezing when I try to paste the link that has been copied to the clipboard using the Doc Link button in FYI?