- 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?
- 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
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray