Stapling and unstapling documents

The Staple function groups associated emails or documents together in FYI so you can view and work with them as a set while each item remains separate. For example, you can staple documents being sent together or collate documents for internal review. You can staple emails or documents of any type, including items for different clients or Client Groups.

Stapling documents

To staple documents:

1. Select two or more relevant documents in a Documents list.
2. Select Staple in the toolbar. The documents are stapled together.
   

Unstapling documents

You can only unstaple emails or documents from the Stapled section of the Document drawer, not from a Documents list. Items must be unstapled individually.

To unstaple an email or document:

1. Open the Document drawer.
2. Select the Stapled heading to expand the section.
3. Select the X next to the item you want to remove from the staple.
   

The item is removed from the staple. Repeat these steps for any other emails or documents you want to remove.

Displaying stapled documents

Documents that have been stapled display the Stapled icon in a Documents list.

Stapled section of the drawer

Select a stapled document to display the Document drawer. Expand the Stapled section to view the other documents that are part of this staple.

When you select a document in the Stapled section, the Document drawer displays its details. The Documents list also highlights the selected document.

Stapled Documents list

Select the Stapled icon on the right of a Documents list. Alternatively, in the Document drawer, select View at the bottom of the Stapled section.

The Stapled Documents list displays the documents in the staple.

Select Clear Staple Filter at the top of the list to return to the Documents list.

Working with stapled documents

Adding documents to a staple

You can add one or more documents to those that are already stapled.

1. In a Documents list, use the checkbox to select one of the documents in the staple.
2. Select one or more documents to add to the staple. The selected documents display a green tick.
   
3. Select Staple. The additional documents are added to the staple.
   

Creating a Doc Link to stapled documents

The Doc Link function allows you to create a link for other FYI users to open the Stapled Documents list in FYI, with the documents in the staple displayed automatically.

To create a Doc Link to a staple:

1. In a Documents list, select one of the documents in the staple.
2. Select the Doc Link arrow from the toolbar.
3. Select Staple.
   
4. A message confirms that the link has been copied to your clipboard.
5. Paste the link where required, for example, in an email or Microsoft Teams message to another FYI user. The recipient must have access to the documents in FYI.

Sharing stapled documents

A staple can't be shared as a single grouped item. Instead, use the Stapled Documents list to display the documents in the staple together, then select the documents you want to share.

Depending on your practice's plan, configuration and integrations, you can share the selected documents using:

• Email
• Secure Link
• Collaborate
• myprosperity

For example, to share stapled documents by email:

1. Select the Stapled icon for the staple you want to share to display the Stapled Documents list.
2. Select up to 10 documents to email. If the staple contains 10 or fewer documents, use the checkbox in the column heading to select all documents in the list.
3. For practices on the Pro or Elite plan, select Share from the toolbar. For practices on the Intermediate plan, select Send.
4. Complete the Create Email drawer as required. In Send Attachments, select Email.
5. Select whether to send the documents in their original format or as PDF files, select the required Save or Send option, then select Create.

Exporting stapled documents

When viewing a staple, you can select all or some of the documents or filed emails and export a copy by selecting Export from the toolbar.

The Export function isn't available for Draft emails, if any selected items are Web Links, File Notes, Meetings or Phone Calls, or if more than 50 items are selected.