Employee Documents

The Employee - Documents tab displays all documents for the specific employee.

When displaying, opening, and working with documents in the Employee - Documents tab, the list is used in the same way as a client's Documents list. Refer to the section Using Lists.

Note: Employee documents and tasks can only be viewed on an individual Employee workspace and are not visible in the Documents or Tasks Lists available from the menu at the top of FYI.

The Employee - Documents tab displays as follows.

Create an Employee Document

Employee Documents are created directly from the Employee Workspace when viewing a specific employee. Click the + Create button to select a Document Type.

Refer to Creating Employee Documents

Display Document Drawer

Click a document in the list to display the Document Toolbar on the right-hand side. The Drawer gives a focused view of all the information, functions, and features available for that document.

The sections and options that are included in the Drawer, and how they are used, vary depending on the type of document and whether you are creating the document or looking at an existing one. There may also be different options available depending on the selections you have made (such as once an Employee or Cabinet has been selected).

The Thread icon is used in Lists when the Hide Threads option is enabled and the underlying emails or documents are hidden (you will only see the most recent email or document). The Threads icon appears to the right of the list. Refer to Managing Document and Email Threads.

In the Email or Document Drawer, click the Thread section to view all emails or documents in the thread.

Actions in the Toolbar

When documents are not selected, the toolbar displays a list of buttons that can be used to quickly filter the list. If an option is enabled, the icon will be displayed in green.

When one or more documents are selected in the list, additional buttons are displayed in the toolbar. The buttons displayed vary depending on the number of documents selected and the type of documents. Refer to Using the Toolbar Actions.

An example of the toolbar is displayed below.

You can also display the tools as a pop-up menu. This is also useful if you have scrolled down and are working on something that is at the bottom of the list, so the toolbar is not visible. Refer to Using the Toolbar Actions.

To display the toolbar functions as a pop-up menu, right-click on a document, or click on the vertical ellipsis icon displayed when hovering over a document.

You can also copy a value from the pop-up menu. Copy copies the value that the mouse is currently over when you right-click (for example, the Document Name) to the clipboard. Right-click over the value and select Copy from the pop-up menu. Ctrl+C can also be used to copy a value.

List Icons

Lists use icons to provide additional information about documents, emails and tasks. For example, the Thread icon is displayed when documents have been grouped together in a thread.

Hovering the mouse pointer over the icon displays a description and additional information, such as:

• The number of Tasks pending.
• The user who is editing the document.
• The number of emails in the thread.

Refer to List Icons.