Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
When creating a new document in Office, open the Drawer from with Word, Excel or PowerPoint and file your document. It is important to note that once the document has been filed in FYI, all further edits should be made to the document from within FYI.
For more information, refer to Saving an Office Document to FYI.
Watch this tutorial to learn how to:
- Save an Office document to FYI
- Preview the document in the drawer to review your changes.