Practice Templates and documents that do not relate to a client, such as policies and procedures, are stored in FYI in Knowledge Cabinets.
Creating a Knowledge Cabinet
To be included in the Knowledge section a Cabinet must have the Enable Knowledge set as "On". Refer to Managing Cabinets.
The Templates tab in the Knowledge Cabinets provides access to view the templates and to create emails and documents using Templates and Word Stationery. Refer also to Using the Knowledge Templates List.
The Templates and Knowledge Cabinets lists are used in the same way as the Documents lists. For example, searching in the Templates list will look for the text in the Name, Keywords and Reference number and the search text is automatically added as a Filter to the Name column. Refer to the section Using the Documents Lists.
Standard Users do not see any templates with the Status set as "Draft" or "Archived". They do not see the Hide/Unhide the Archived Templates button and they cannot filter on the Status column.
For a Standard User, the Templates tab in Knowledge displays as follows.
FYI Admin or a user in a User Group that has Permissions enabled for Templates
An FYI Admin, or a user in a User Group with Permissions enabled for Templates, uses the Knowledge - Templates view to create and edit Templates, Word Stationery and Email Signatures.
- These users will see the Create template button and have access to edit functions.
- They also have access to Templates, Word Stationery and Email Signatures that have the Status set as "Draft" or "Archived". The "Active" and "Draft" Templates, Word Stationery and Email Signatures can be displayed by selecting the All view.
- They can display the "Archived" items by setting the filter for the Status column and using the Hide/Unhide the Archived Templates button.
The Templates tab in Knowledge displays as follows.
Additional Knowledge Cabinets
You can also set up additional Knowledge Cabinets to suit your practice. These can be used for internal documents, such as policies and procedures, for documents related to internal administration, or for any resource or reference documents not specific to a client.
Providing you have been given access, these Cabinets appear as additional tabs alongside Templates in Knowledge. Refer to Internal Documents in the Knowledge Cabinets.
Additional Knowledge Cabinets are available for practices on Intermediate and Pro Plans.
The Knowledge Cabinets list displays as follows.