Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Never lose a document again by leveraging the power of metadata. FYI's cabinet and category approach to document filing provide a step-change in security and flexibility, from the traditional folder model. Save yourself time by understanding this concept from the beginning of your journey with FYI.
Watch this video to learn how to file to:
- Cabinets
- Categories
- Jobs.