Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
For information on how FYI files documents, refer to Filing to Cabinets and Categories.
You can use the sorting and filtering options to sort and filter by Cabinets (such as Corporate Affairs
Correspondence, Final Reports & Returns) and Categories (such as Work Type and Year). Refer to Sorting and Filtering Lists.
You can save also the changes made to the layout with Save View. Refer to Saving Changes to the View Layout, Modifying and Deleting Views.