Can I email internal staff a link to a document in FYI?

Sometimes you may want to share a document that another team member needs to review, edit, or reference. Rather than downloading and emailing attachments, FYI makes it easy to share links directly to documents stored in your practice’s workspace.

Tip: When sharing document links manually, make sure the colleague already has permission to access the workspace or folder the document belongs to. Otherwise, they won’t be able to access the file.

Using Comments

You can email a link to a document to any internal team member using the Comment feature. Refer to Adding Comments and Notifying Team Members.

Using comments keeps your communication centralised within FYI. It automatically notifies the selected team members, includes the document context, and allows replies or follow-ups to be tracked directly within the platform. This is ideal when you need quick collaboration or to request updates without switching to external tools like email or chat.

Using Doc Links

You can also create Doc Link of any file and send this to any internal team member. Refer to Copying, or Inserting, and Opening a Document Link.

If you prefer to share a link manually, you can copy the document link and paste it into an email or Microsoft Teams message. This is useful when including the link as part of a wider conversation or instructions. The recipient simply clicks the link to open the document directly in FYI (provided they have access permissions).