Opening PDFs

PDF documents can be opened from FYI using either OneDrive or FYI Desktop. PDFs should only be opened using these methods when practices use a third-party application for editing PDFs.

To edit a PDF directly in FYI, refer to Editing a PDF.

Opening a PDF in a third-party app

Opening a PDF using OneDrive

1. Select a PDF from a Documents list.
    
2. Click the Edit drop-down, then select Edit in OneDrive. The PDF will be available in the FYI - My Edits folder in your OneDrive.
   
    
3. From the Opening Document for Edit pop-up, click Open Online. The PDF will be opened in the same browser as FYI.  Alternatively, open the PDF from your FYI - My Edits folder in Windows Explorer, then using your preferred third-party PDF editing application, make any changes.
   
4. When you save the PDF this will overwrite the PDF in your FYI - My Edits folder.
    
5. In FYI, select the PDF from a list and click I am Finished Editing in the FYI drawer so it is available to other users for editing.

If the PDF has previously been sent to a client, either through DocuSign, Adobe Sign, Annature or FuseSign, and the client has signed it electronically, the signed version of the PDF will have a workflow status of "Client Signed" and cannot be edited. Therefore, the Edit function will not appear when selecting a document with a workflow status of "Client Signed".

Opening a PDF using FYI Desktop

1. Select a PDF from a Documents list.
2. Click the Edit drop-down, then select Edit in FYI Desktop.
   
3. The PDF will be opened directly in your Editing tool. 
4. In FYI, select the PDF from a list and click I am Finished Editing in the FYI drawer so it is available to other users for editing.

Open a PDF Using Export

You can also Export a PDF, then open it and edit or print the PDF. Refer to Exporting Documents. Refer also to Editing documents in FYI.