Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
All users can create PDFs in FYI using a PDF template. Refer to Creating PDF Documents from FYI.
FYI also provides several options for creating, converting and editing PDFs, depending on your practice's plan.
The following table summarises the available PDF features:
| PDF Feature | Plan |
| Create a PDF from a template | All plans |
| Convert a Word or Excel document to PDF | All plans |
| Convert Forms to PDF | Pro and Elite |
| Opening a PDF for editing using OneDrive or FYI Desktop | All plans |
| Edit, annotate and organise PDFs directly in FYI | Pro and Elite |
| Collate multiple PDFs | Pro and Elite |
| Redact sensitive information in PDFs | Pro and Elite |
| Automatically create PDFs from templates or convert documents to PDF using processes | Pro and Elite |