Document Automation

Automation

• Introduction to AutoFile for Documents

Document Management Basics

• Introduction to Document and Client Relationship Management with FYI
• Selecting Documents in a List
• Using the Drawer
• Document Types and Shortcuts
• Tool Bar Functions
• Stapled Documents

Creating Documents in FYI

• Creating Word Documents from FYI
• Creating Excel Spreadsheets from FYI
• Creating PowerPoint Presentations from FYI
• Creating Documents from Templates and Stationery

Previewing, Opening and Editing Documents

• Previewing a Document
• Viewing Documents as Read Only
• Opening and Editing Documents
• Administrator Check in of Locked Documents
• Editing or Printing a PDF

Working With Documents

• Updating Filing Details of a Document
• Bulk Updating of Filing Details
• Adding your Electronic Signature to Documents
• Creating a Copy of a Document
• Creating a New Document Version
• Viewing Activity on a Document

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Importing Documents to FYI

• Saving an Office Document to FYI
• Drag and Drop
• Using OneDrive FYI - My Imports to Automatically Import to your In Tray
• Profiling Scanned Documents
• Bulk Upload to a Client
• Archived Clients and Saving Documents to Archived Clients

Sending documents to clients

• Sending Documents via Email
• Sending Documents via OneDrive
• Mail Register - Updating the document Delivery Status as Sent or Received

Recording client interactions

• Creating a File Note
• Creating a Phone Call Record
• Creating a Meeting Record
• Creating a Weblink

Known Issues

• Error displays in the FYI drawer when re-opening an existing PowerPoint

Troubleshooting

• Duplication of archived Client with the same name as an active Client
• Issues with Opening or Editing Documents in FYI
• How to edit a spreadsheet that opens as read-only
• Document does not opening when selecting Edit in Browser
• Unable to edit large files
• Addressee is not showing in FYI Template

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