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? ?
- Why does a word document have a Draft icon when it is created using a Stationery?
- Why does a document show a ? question mark icon as the Type in the documents list and I cannot open it?
- Why are there documents missing or not showing in the "All" view in Documents lists?
- Why is AutoSave turned off when I edit a document from FYI?
- Why do I get the message "One of more documents failed to convert" when I am converting a document to PDF?
- How do I import documents in .zipped file (.zip) files?
- Can I save new versions of a document (for example, so I can revert to or review a previous version if necessary)?
- Can I retrieve files saved in FYI from within the MS Office programs (Word, Excel, PowerPoint)?
- Is there any ability to share documents with clients in a secure manner?
- Can FYI Admins check back in files checked out to other users?
- Unreadable text and characters display inspreadsheets when using Excel Online or previewing with OneDrive