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
- Introducing the Latest Version of FYI Templates
- 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
Troubleshooting
- "Sorry we couldn't find 'https://...." when opening documents for Edit in Desktop and for OneDrive Syncing
- 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?
- Is there a tool for creating and/or editing PDFs built into FYI?
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 - Document Templates and Stationery
- 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?