Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Documents include a Delivery Status to indicate if a document has been sent to a client or received.
- You can use the Share button to send a document from FYI and automatically update the Delivery Status.
- You can use the Delivery button to mark that a document has been sent by another method, then selecting a Delivery Method, for example, Courier
- You can also use the Delivery button to mark that a document has been received.
When a document has been marked as Sent or Received, you can use the Mail Register Views to display these documents.
If you use Stationery for Word you can automatically update the Delivery Status of a Word document created with the Stationery as Sent, Draft, Received, or None.
Sending a document from FYI
When sharing documents from FYI, the Delivery Status is automatically updated allows you to send a document from FYI via email, Secure Link, or Collaborate. The Delivery Status is set to Sent, and Sent On is set to the current date and time.
Marking a document as sent
When a document has been sent physically, for example, by post, courier, or hand delivery, use the Delivery button to update the Delivery Status to Sent.
- Select one or more documents in a document list.
- Select the Delivery button from the toolbar. For a single document, you can also right-click and select Delivery from the toolbar pop-up menu.
- Select Mark Sent, then select the Method in the pop-up.
- Update the Notes field to record a courier ID or tracking number when sending the document by courier or Express Post.
- Select OK.
The Delivery Status updates to Sent, and Sent On is set to the current date and time. Any notes entered display with the method in the Delivery Method column.
Marking a document as received
You can also use the Delivery button to mark a document as Received.
- Select the document to mark as received.
- Select the Delivery button.
- Select Mark Received.
This sets the Delivery Status to Received and Sent On to the current date and time.
Clearing the Delivery Status
To clear the Delivery Status:
- Select the document to clear.
- Select the Delivery button.
- Select Clear.
The Sent On field is cleared.
Setting Postal Service as the default send method
If a client always needs physical copies of documents, Postal Service can be set as the default for the client in the Client Filing Defaults. This will prevent the user from sharing or sending via Share from the toolbar. The Create button is not shown, and a message displays at the bottom of the Drawer as a reminder.
Select Cancel to stop the send or share and send the document by post, and manually update the delivery method.