File Limits

Plan: Available: All plans 

Users: Available: All users

Practice Management Source: Available: All sources

When using FYI to add and share documents, there are file limitations you should be aware of.

Number of Files

This limit refers to the number of documents that can be actioned at one time.

ActionNumber of Files
New Collaborate - Sharing10
Drag and Drop10
Email Attachments10

File Size Limits

This limit refers to the physical size of documents that can be added to FYI, or shared with external clients and third-party services (if known).

Adding Documents to FYI

ActionSize Limit (each)
Bulk Upload500MB
OneDrive FYI - My Imports folder500MB
New Collaborate - Upload476MB
Drag and Drop50MB
New Collaborate - Sharing100MB
FYI Desktop App250MB

Exporting Documents from FYI

ActionSize Limit
Bulk Export - OneDrive500 documents
Bulk Export - AWSNot limited

Sending Documents and Emails

ActionSize Limit
Send for Signature: Annature30MB (each)
Sending Email Attachments15MB (each)
Send for Signature: myprosperity15MB (each)
Send for Signature: Adobe Sign10MB (each)
Email attachments3MB (total)

File Contents

ActionSize Limit (each)
Emails50MB - Create, Reply or Forward in FYI
20MB - Previewing emails in FYI
Automation - CSV Data Import FilterUp to 10,000 rows across all CSV files in the Document View selected in the Automation Filter.
Excel Reports65,530 hyperlinks (additional hyperlinks will be converted to plain text)
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