Documents
Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
Overview
Using the Documents Lists
Creating Documents in FYI
Integration with Microsoft Office
Filing Documents in FYI
Previewing, Opening and Editing Documents
Using Document Actions
Working with Documents
Importing Documents to FYI
Co-Editing Documents with your Team
Templates and Stationery
Troubleshooting
- Error "Connection was reset" when trying to preview an Email or Document
- "The permissions on this file were updated and you no longer have rights to view this file"
- Cannot save workbook - "Errors were detected while saving (filename)"
- Error "External sharing is disabled for (organisation link)" is displayed when viewing a document
- Error "could not open file because it is not a supported file type or the file has been damaged"
- Editing an Office Document requests an email address and doesn't open the document
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FAQs - Documents
- How do I change a document name?
- Where can I locate all the documents I am currently editing?
- How can I edit Office documents without using OneDrive?
- 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 login each time when opening Office desktop Word or Excel?
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FAQs - Documents and Emails
- Why is the email attachment sent to my client blank?
- Why can't I file an email or document to a certain Cabinet or Edit a document in a 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?
- Why is Bulk Update giving a message "Category ... is required"?
- Can I link to a file from a third-party site?
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FAQs - FYI Drawer in Office
FAQs - Editing and Deleting Documents and Emails
- Why are my documents going to my Downloads folder instead of opening in Office?
- Why can I not Edit or Delete an email or document?
- Is there a way I can do a bulk delete of emails and documents?
- How do I recover a deleted document/email?
- Can I prevent users from deleting emails and documents?
- Why do I get the message "This file is locked by OneDrive. Your document might be open, or OneDrive is taking a long time to sync" when clicking I am finished editing?
FAQs - Preview and Full Screen View
- When selecting Preview or Read not showing the Document contents?
- Why is the Preview pane showing a different date and time format or timezone?
- Why is Preview or Full Screen not formatting documents correctly, or is displaying "This document type is not currently available to preview"?
- When previewing a PDF, why are the Zoom and Rotate buttons not displayed?
- Why is the text of my document unclear when using the Preview screen?
- "Please sign in to view this file" repeatedly appears when attempting to preview documents
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
- "Error creating document. An error occurred when creating the document using a template" when creating an Excel file
- Why am I prompted to login with my email address and then get the error "Access denied" when opening an Excel document?
- 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?
- What are changes made to a .csv file not getting saved?
- See all 8 articles