Locating Documents

FYI gives you the ability to view all documents for a Client Group, for an individual Client within a Group or even for a specific job. Learning how to navigate between these views makes it easy to find documents when working on multiple entities or jobs within a client group.

 Watch this tutorial to learn how to:

• Use the quick-access drop-downs
• Search for a Group, Client or Job
• Navigate between Groups, Clients and Jobs
• View Documents for a Group, Client or Job
• Add columns, sort and filter lists
• Use the text search

For more information, refer to Displaying Information for Client Groups.