Features

Creating Employee Documents

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You can create emails and documents for Employees directly within FYI, or use the Drag and Drop feature to import existing documents.

When creating a document for an employee in FYI, you must first be in the Employee workspace. This will automatically populate the Employee name in the Drawer. From here, the process is the same when creating client documents and emails.

Create an Employee Document in FYI

To create a document for an employee:

  1. In FYI, click on Practice in the menu.

  2. Click the Employees tab.
    3415_Employee_List.gif
  3. Click on an employee in the list to load the Employee Workspace.
    3072_Employee_Summary_Tab.gif
  4. Click the + button in the menu bar, and select the required document. Alternatively, type the keyboard shortcut to immediately create a new document.
    1297 New button.gif
  5. The Create Document drawer will open. The Employee will be automatically selected in the drawer.

    For example, when creating an email the drawer is displayed as below.
    3415_Create_Email_Employee_drawer.gif
  6. Update the fields as required. Refer to Using the + button to Create

  7. Click Create.

  8. The document will be added to the Employee - Documents tab.

For detailed information on creating individual documents, refer to the following articles:

Drag and Drop

Upload up to 10 documents at a time into FYI using Drag and Drop directly from Windows Explorer or from your desktop.

When using Drag and Drop, if you have selected multiple files, the filing details that you select are applied to all the documents.

Note: The maximum size for an imported file is 500mb.

To upload files to an Employee Record using Drag and Drop:

  1. In FYI, click on Practice in the menu.

  2. Click the Employees tab.
    3415_Employee_List.gif
  3. Click on an employee in the list to load the Employee Workspace.
    3072_Employee_Summary_Tab.gif
  4. Click the Documents tab to load the Employee Documents List.
    3413_Employee_Documents_List.gif
  5. Highlight one or more files in Windows Explorer on your desktop and drag the file(s) onto the Employee Documents List.

  6. The Import drawer is displayed.

    The Employee will be automatically populated based on the selected Employee Workspace.

    The Cabinet will select "Employees" by default and cannot be modified.

    Depending on the configuration of the Employees cabinet, Categories may be displayed, for example, Year. Update these fields as required.

    The Document Name will be displayed. The names of the files that are being added are displayed. 
    3439_Employee_Documents_Import_drag_drop.gif
    Uploading multiple files will display the file names in a list.
    3440_Employee_Documents_drag_drop_list.gif
  7. Click the Advanced heading to expand the section. This can be used to change the Owner, Filing Status and Workflow.

    Setting Remember selections to On will ensure the Advanced settings are displayed with the same configuration the next time you use the Import.
    3441_Employee_Documents_drag_drop_advanced.gif
  8. When the filing details have been selected, click Create.

  9. The documents will be added to the Employee - Documents tab.
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