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.




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