Features
Save Office Documents to FYI
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.
Was this article helpful?
Yes
No
2 out of 6 found this helpful
Return to top
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Elite, In Tray, FYI Desktop