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
- 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
Co-Editing Documents with your Team
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 Names in Excel Templates
- Including Merge Fields in Excel Templates
Troubleshooting
- 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
- Microsoft Edge displays "Open this file" or "Report file as unsafe" pop-up when editing a document
- Documents are opening as read-only
- "Can't use work content here" when uploading documents
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 login 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 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?
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?
- How can I change the date format that is displayed in the Preview?
- 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?
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?