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Create PDF documents from your practice’s PDF templates, such as standard checklists or information sheets to share with clients. Templates provide the text and layout, so you can create a copy without preparing the document each time.
If required, existing Word documents or Excel spreadsheets can be converted to PDF.
Creating a PDF document
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Select + in the menu bar, then select PDF. Alternatively, from the workspace, press D.
The Create PDF drawer displays on the right-hand side.
The initial filing details depend on the filing defaults configured in your settings or the practice settings.
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Select a Template and complete the remaining PDF fields in the drawer.
Selecting a client or template may automatically update the filing details.
- Select Create. FYI creates the PDF and opens it for editing according to your default settings.
PDFs can be opened for editing using OneDrive or FYI Desktop. Practices on the Pro or Elite plan can also edit PDFs directly in FYI.
After editing the PDF, save your changes, close the PDF, then finish editing in FYI.
PDF document fields
| Field | Description |
| Client | Enter at least three characters of the client’s name, then select the client from the matching results. |
| Change Addressee |
Select an addressee other than the client the document is filed under. When merge fields populate the document details in FYI, they use the selected addressee’s details instead of the client’s details. For example, if the template’s document name includes the The selected addressee displays at the top of the Document drawer after the document is created and can’t be changed. |
| Template |
Select the PDF template to use. A template is required and provides the document’s text, format, and layout. The template’s AutoFile Defaults can set the Cabinet and categories when the document is created, provided you have access to that Cabinet. |
| Cabinet | Select a Cabinet to file the document in. Only users with access to the selected Cabinet can view the document when created. |
| Job | If Jobs are enabled for the selected Cabinet, you can select a Job for the document. |
| Work Type | Select a Work Type to categorise the document, if available for the selected Cabinet. |
| Year | Select a Year to categorise the document, if available for the selected Cabinet. |
| Tags and Keywords |
If Tags or Keywords are enabled for the selected Cabinet, they display as additional categories. Create or select one or more Tags to categorise the document. You can also enter Keywords to help find the document when searching. |
| Name |
Enter a name to identify the document in FYI lists. If the selected template provides a default name, you can change it. Merge fields configured in the template’s Name field can personalise the document name automatically when the PDF is created. |