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 documents from the Stapled section of the Document drawer, not from a Documents list.

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 you want to remove from the staple.
   

The document is removed from the staple, while the remaining documents stay stapled together. Repeat the steps for other documents as required.

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

Click 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 to the Stapled Documents list, 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 another application outside of FYI.

Exporting stapled documents

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

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