Co-Editing Documents with your Clients
Co-Edit with Client allows both your client and your team members to work together on the same document, such as an annual checklist.
Watch this tutorial to learn how to:
- Share a document as Co-Edit with Client
- Identify a document in Co-Edit with Client
- Display all documents shared with your client
- Access the shared document from your client's perspective
- Edit a document together with your client
- Finish Co-Editing with Client.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports