Documents

Overview

• Centralised Storage of All Document Types
• Filing Documents in FYI and Filing Defaults
• Using Knowledge Cabinets
• Document Templates, Stationery and Merge Fields
• Quick Access to Recently Used Documents and Views
• Document Shortcuts

Using the Documents Lists

• Using the Documents Lists
• Searching for Documents
• Sorting and Filtering Documents Lists
• Adding, Removing and Moving Columns in the Documents Lists
• Using the Cabinet Explorer
• List Icons

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
• See all 7 articles

Integration with Microsoft Office

• Accessing FYI from within Office
• Saving an Office Document to FYI

Filing Documents in FYI

• Using the Document Drawer
• Updating Filing Details of a Document
• Bulk Updating of Filing Details
• Filing PDF Documents using the FYI Browser Extension
• Saving Documents to Archived Clients

Previewing, Opening and Editing Documents

• Previewing a Document
• Previewing Documents as Read Only
• Opening, Editing and Finish Editing Documents
• Opening, Editing and Finish Editing Documents with FYI Desktop App
• Check in of Locked Documents
• Editing or Printing a PDF

Using Document Actions

• Using the Document Action Toolbar
• Stapled Documents
• Creating a Copy of a Document
• Exporting Documents
• Copying, or Inserting, and Opening a Document Link
• Deleting Documents and Recovering Deleted Documents

Working with Documents

• Viewing Activity on a Document
• Version History and Creating a New Document Version
• Sharing Documents with External Users
• Sharing Documents via myprosperity
• Mail Register - Updating the Document Delivery Status as Sent or Received
• AutoArchive Client Documents

Importing Documents to FYI

• Drag and Drop
• Using Upload to Import a File
• Using OneDrive FYI - My Imports to Automatically Import to your In Tray
• Uploading a New Version of a Document
• Profiling Scanned Documents
• Bulk Upload to a Client

Co-Editing Documents with your Team

• Overview - Co-Edit with your Team
• Configuring your Settings to Co-Edit Documents with your Team
• Co-Editing an Internal Document
• Co-Editing Excel Spreadsheets with Linked Cells, Macros and other Controls, or Links to specific Worksheets

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
• See all 9 articles

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
• See all 48 articles

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?
• See all 19 articles

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?
• See all 8 articles

FAQs - FYI Drawer in Office

• Why do I have to login to the FYI Add-in continuously when using 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

• Why does the Syncing with FYI message take a long time or does not stop syncing?
• Why is FYI not syncing new versions of edited documents (HP Sure Click is enabled)?

FAQs - FYI Desktop App

• Why are documents I have edited displaying in my In Tray?
• Why is the screen blank when logging into the FYI Desktop App?
• Why is a document that was opened using Edit with FYI Desktop syncing for a long time?

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

FAQs - Signatures

• "You are not configured with a signature" when adding a signature to a Word document

FAQs - FYI - My Imports

• Why is a Comment sent every time I update a document in FYI - My Imports?
• Why is an Office file, that was imported via FYI - My Imports, being filed in FYI as a blank or partial document?

FAQs - PDFs

• Why are some mark ups to my PDF documents not showing when previewing in FYI?
• Why does the Preview and Read for a PDF always show the page number as 1?
• Is there a tool for creating and/or editing PDFs built into FYI?

FAQs - FYI Browser Extension

• "Could not find document" or "Invalid PDF structure" when previewing a document filed using the FYI Browser Extension
• "Extension does not work for local PDFs" when using the FYI Browser Extension

FAQs - Export

• Why does the document name show differently when I export a PDF document from FYI?
• When exporting documents from Chrome, why does this download to a network drive rather than the Downloads folder?

FAQs - Images

• Which of the common image file types are supported in FYI and how do they interact?