Document Automation
Store documents with enforced filing and all the controls you’d expect from a paperless office.
Automation
Document Automation Basics
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
- Using the Knowledge Cabinets
- Creating PDF Documents from FYI
Previewing, Opening and Editing Documents
Working With Documents
- Updating Filing Details of a Document
- Bulk Updating of Filing Details
- Adding your Electronic Signature
- Creating a Copy of a Document
- Creating a New Document Version
- Viewing Activity on a Document
Co-editing Documents
Importing Documents to FYI
- Saving an Office Document to FYI
- Drag and Drop
- Using Upload to Import a File
- Using OneDrive FYI - My Imports to Automatically Import to your In Tray
- Profiling Scanned Documents
- Bulk Upload to a Client
Sending documents to clients
Known Issues
Troubleshooting
- FYI Office or Outlook Add-in not loading or failing to login
- Cannot access any type of document in FYI
- Error when opening documents caused by incorrect date/time setting on desktop computer
- Collaborate using OneDrive is creating an email with a secure link that is inactive
- FYI Add-in does not appear in Excel
- Cannot open a document, error "We found a problem with some content"