Document Types Overview

FYI allows you to store all your emails, documents and client interactions in a single client-centric database in the cloud.

• Client emails, documents, phone calls, file notes or meeting records are all stored using structured filing rules and can be organised by Job. This allows you to maintain a complete client file.
  
  
• Practice Templates and documents that do not relate to a client such as policies and procedures are stored in Knowledge Cabinets and easily accessed by your team. Refer to Using Knowledge Cabinets.

This provides one place for your team to work together, with everything at their fingertips and visibility across the entire practice.

Creating and Storing Emails, Documents and Interactions

Various types of emails, documents and information can be created and stored in FYI.

All are filed using categories that are relevant for your practice so that information is easily accessed.

• Integration with Microsoft 365 means you can initiate the creation of an email or document in FYI, select the filing fields and then create the email or document using the Office product, or Outlook.
• Alternatively, while creating an email in Outlook, or a document in Word, Excel or PowerPoint, you can access the FYI Drawer to file it in FYI and perform a number of other actions.
• Records of phone calls, file notes and client meetings can be created in FYI to maintain a history of all client interactions.

Document Icons

The following table is a summary of the different types of emails, documents and interactions created and held in FYI, including the source of each item, and the icon that displays for each one.

Hovering your mouse pointer over the icon displays a description of the type of document or interaction.

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