Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Documents filed in FYI need to be opened from the FYI platform, you will not be able to access the files using the "Open" function in Microsoft Office.
Documents can be opened from FYI in either Microsoft Office Desktop or in the browser, depending on your default settings or the option selected from the toolbar.
Refer to:
- Opening, Editing and Finish Editing Documents
- Setting Defaults and Filing Defaults for your Own Login - My Settings.