Creating Office Documents From Within FYI

You can create new Office documents directly from within FYI, including Word, Excel and PowerPoint documents. You can also select from a library of templates maintained for your practice.

Watch this tutorial to learn how to: 

• Create new Office documents in FYI
• Add your practice stationery
• Select a template to pre-populate the content of your document
• Review and update the filing details for the document
• Name the document
• Open the document in Word and make required edits
• Display the document in the documents list of your client.

For more information, refer to the section Creating Documents in FYI.