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Using FYI's automation engine, you can save time with documents by using FYI actions to perform a number of document functions. For example, you can automatically create and send emails, send documents for digital review, or auto-create workpapers for client work.
There are five types of Document process steps:
-
Creating Documents
Allows you to auto-create emails, word documents, spreadsheets and presentations from Templates.
-
Alter Document
Allows you to change filing details, send documents for digital approval, and add a Task or Comment.
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Converting to PDF
Automatically convert your documents to PDF.
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Sending for Signature
Automatically send documents for digital signature through your third-party digital signature provider.
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Sharing Documents
Automatically and securely upload documents to the client's folder in your Collaborate site for them to access and review.
How To
Quick steps to get you started:
To create a document using a custom process, simply follow the steps below:
- In the process select Add Step
- Locate the document type you would like to create:
- Word
- Spreadsheet
- Presentation
- Search for and select the relevant document Template
- Update the Filing details and any other information
- Select Save.
For details instructions refer to Process Step Details - Create Emails and Documents.
To alter a document using a custom process, simply follow the steps:
- In the process select Add Step
- Locate the Alter Document action
- Locate the document to alter:
- Trigger document, or
- Document created in the process at a previous step
- Fill in the details to be altered on the document as required:
- Filing details
- Workflow
- Task
- Comment
- Select Save.
For details instructions refer to Process Step Details - Alter Document.
To convert a document to PDF using a custom process, simply follow the steps:
- In the process select Add Step
- Locate the Convert to PDF action
- Locate the document to convert:
- Trigger document, or
- Document created in the process at a previous step
- Select Save.
For details instructions refer to Process Step Details - Converting to PDF.
To send a document for signature using a custom process, simply follow the steps:
- In the process select Add Step
- Locate the Send for Signature action
- Locate the document to send:
- Trigger document, or
- Document created in the process at a previous step
- Fill in the details to send the document for signing:
- Email template
- Sending mode:
- Draft
- Send
- Select Save.
For details instructions refer to Process Step Details - Send for Signature.
To share a document via Collaborate using a custom process, simply follow the steps:
- In the process select Add Step
- Locate the Share - No Email action
- Locate the document to share:
- Trigger document, or
- Document created in the process at a previous step
- Select Save.
For details instructions refer to Process Step Details - Share No Email.
Ready to Get Started
Explore pre-built custom processes in our Automations Library that you can import or build that create documents like those outlined above, for example:
- Onboard a New Client
- Year End Compliance Job - Start to Finish
- Monthly Bookkeeping.
Find these processes and more in our Automation Library.
If you're not familiar with Automations, we recommend completing the Getting Started with Automations Learn course, to get up and running with Automations for your practice.