Every document and email in FYI has a unique, internal reference number. This number is automatically generated by FYI when creating a new document or email.
Note: Some historical documents dated before October 2020 may display the Reference Number using a prefix of the initials of the user who created the email or document (for example, LH-018224). This format is no longer used.
Locating the Reference Number
The Reference is included in the information displayed at the top of the Drawer.
When editing a document through OneDrive, the Reference is added to the document name displayed at the top of the screen.
The Reference can also be displayed in the lists and you can sort on the Reference column.
The Reference displays in the lists as follows (refer to Adding/Removing/Moving Columns in the Documents Lists and Sorting and Filtering Documents Lists).
Searching for a Reference Number
You can use the Reference number to search for a document, even when the Reference column is not displayed in the list. You can enter all or part of the Reference.
Reference Number Merge Field
The Reference Number can be included in Email templates by selecting the Reference Number Merge Field when setting up the template in FYI.
Fore more information on Merge Fields, refer to the following articles: