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.

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