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If you have a document filed in FYI, such as a Notice of Assessment, you can update the document name using the Drawer.
The Drawer allows you to manage document details, including the Document Name.
- In FYI click the Documents menu to display the Documents List.
- Click on a document to display the Drawer.
- Click on the Name of the document. The field will turn grey and become editable, with tick and cross buttons at the bottom right
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Edit the document name. To save the changes, click the tick button.
- To cancel the changes, press the x button.
Tip: The Automation Process Step, "Alter Document", can be used to automate this process if required. Refer to Process Step Details - Alter Document.