Web Link allows you to quickly and easily add the URL for a link created from any software, for example, if there is a report that is held for the client in a different program, such as your practice management software.
Tip: Web Links can also be created through Automation steps, for example, when importing a report from a Xero Ledger. Refer to Automation Process Steps.
Creating a Web Link with the + Button
- From FYI, click the + button in the menu bar.
- Select Web Link from the list of document types.
Or, from the workspace, simply press the shortcut key L for a new Web Link.
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. When you select the Client these may change to the Filing Defaults set for the Client. Refer to Setting Defaults and Filing Defaults for your own Login - My Settings, Setting Filing Defaults for a Client and Email AutoFile Settings Exclusions and Practice Filing Defaults.
- In the drawer, select or enter the filing fields, or change the defaults that are given.
Client - type at least three characters of the client name to display all clients containing those characters anywhere in the Client Name. Then click to select the required client. Refer also to Selecting a Client in the Filing Details and Refreshing the Clients.
Cabinet and Categories such as Work Type, Year. If Jobs are enabled for the selected Cabinet, you can also select a Job for the client (refer to the section Jobs and Setting Up Jobs in FYI).
Tags and Keywords - If the selected Cabinet has been enabled for Tags and/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. Refer to Tags and Keywords.
Name - this identifies the Web Link internally and is the name that is displayed in the lists in FYI.
URL - enter or paste the URL. Enter this as the full URL, including "https://"
- Click Create.
Note: You can use Web Link if you need to copy an email or document and file it in FYI to multiple clients, but only want one single version of the file. This is done by copying the email or document as a Doc Link and then adding this Doc Link as the URL. Refer to the FAQ Can I save an email or document to multiple clients, without copying it?
Accessing a document from a Web Link
In a list, click the Open icon next to the Web Link name and the linked document displays.