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You can create new Excel spreadsheets directly from within FYI. Add a client and filing information for the document, then select Create to open Microsoft Excel and use all the features of Office to work on your document.
You can also select from a library of templates maintained for your practice. This allows you to create spreadsheets with consistent content and layout. The template can use Merge Fields to populate the document with content from your practice management software.
Creating an Excel spreadsheet
- From FYI, select the + button in the menu bar and select Spreadsheet.
Or, from the workspace, press the shortcut key S for a new spreadsheet.
- The Create Spreadsheet drawer displays on the right-hand side.
The fields that initially display depend on whether or not you have filing defaults set with a Cabinet and Category selected in your settings, or if these are set as practice filing defaults.
- Enter your spreadsheet details. When you select the Client, these may change to the filing defaults set for the client. If a template is selected, the Cabinet and Categories may change depending on whether filing defaults have been set up for the template.
- Select Create. Microsoft Excel opens in your browser or on your desktop, depending on your Office opening method. You can set the default for how you want to open documents in your profile.
If a template has been selected, merge fields can be used to automatically bring information from your practice management software into the document.
You can now edit your document. Close the document when finished and document will be automatically saved and checked into FYI.
Once Excel is closed, you need to let FYI know you have finished editing the document and save any changes to FYI.
Change the delivery status
As Excel spreadsheets are generally not used for correspondence the Delivery Status is initially left blank.
You can mark the document as Sent using the Send or Delivery - Mark Sent function. This changes the delivery status to Sent.
Excel spreadsheet fields
| Document details | Action |
| Client | Type at least three characters of the client name to display matching results, and select the required client. |
| Change Addressee | Allows you to send the document to a different addressee, other than the client that it is filed under. Merge Fields populated in the document will be for the client selected as the Addressee. If you select an Addressee, it displays in the details at the top of the Document Drawer after the document is created and can’t be changed. |
| Template |
Select a template to ensure the document uses approved text, format, and layout. Templates may hold AutoFile Defaults for the Cabinet and Categories that are set when the document is created with a template selected, providing the user has access to the relevant Cabinet. Ddocuments created without a template use the default font settings from your Office application. |
| Cabinet | Assign a Cabinet to file the document. Only users with access to the selected Cabinet can view the document. |
| Job | If Jobs are enabled for the selected Cabinet, you can also select a Job for the document. |
| Work Type | Select a Work Type for additional filing, dependant on the Cabinet selected. |
| Year | Select a Year for additional filing, dependant on the Cabinet selected. |
| Tags and Keywords | If the selected Cabinet has been enabled for Tags or Keywords you will see these as additional Categories. You can create or select one or more Tags as additional categorisation. You can enter one or more Keywords that can be used when searching for the document. |
| Name | Enter a name to identify the document internally in lists. If a default name is provided, for example from the selected template, you can change this. |
| Open Method After Creating |
This option only displays if Co-edit is enabled for your practice. Select Edit if you want the document to be locked so you are the only person who can edit it, up until you indicate you have finished editing. Select Co-edit if you want the document to be available for more than one user to work on at the same time. Select Do not open to create the document without opening it. This is useful, for example, when creating a document with a template or if you want to return to it later to make changes. |