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  3. FAQs - Documents

FAQs - Documents

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  • 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
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