Stapled Documents

The Staple function allows users to "staple" a set of associated emails or documents together in FYI. This can be used to represent documents being sent together and to collate documents for internal review. 

Stapling also allows documents to be viewed at the same time in the Stapled section in the Document Drawer. The Stapled Documents List is a useful way for users to access all stapled documents at the same time.

Users can staple any emails or documents together, for example, any document type, documents from different Clients, or belonging to different Client Groups.

Stapling Documents

To Staple documents:

1. Select more than one document in a list with the checkbox on the left-hand side of the list. The Staple button displays in the Toolbar. Refer to Using the Documents Lists.
    
2. Click Staple.
   
3. The documents are stapled together and display the Stapled icon in lists.
   
   
   When users select one of the stapled documents, the documents it is stapled to are listed in the Stapled section in the Document Drawer.
   

From the Stapled section in the Document Drawer, users can click a document to display it in the Document Drawer and in the list.

Stapled Documents List

On the list, click the Stapled icon to display the Stapled Documents List. This displays the list with only the documents that are stapled together.

Users can also display the Stapled Documents List by clicking the View link in the Stapled section of the Document Drawer for the selected document.

The Stapled Documents List displays as follows.

Clicking Clear Staple Filter re-displays the list with all documents.

Adding a Document to the Stapled Documents

Users can add one or more documents to those that are already stapled. Click the checkbox to select any one of the documents in the stapled group. Then select the additional documents and click Staple. The additional documents are added to that staple.

Unstapling Documents

Click the X icon next to the relevant document in the Stapled section in the Document Drawer.

To unstaple a document:

1. Open the Document Drawer.
    
2. Click the Stapled heading to expand the section.
    
3. Click the X next to the document to unstaple.
   

This removes the selected document from the stapled group while keeping the remaining documents stapled together. To remove more documents, repeat the steps above.

Creating a Doc Link for Stapled Documents

When a stapled document has been selected, the Doc Link function includes the option to create a Doc Link to the stapled documents package. This creates a hyperlink to the package of stapled documents, which can be pasted inside or outside of FYI. Refer to Copying, or Inserting, and Opening a Document Link.

Exporting all Documents in a Stapled Package

When displaying a package of stapled documents, users can select all or any of the documents and export them using the Export button. Refer to Exporting Documents.

Note: Export cannot be used for certain FYI documents, such as Draft Emails, Web Links, File Notes, Meetings, and Phone Calls.