Opening and Editing Office Documents

When editing documents in FYI, the document will open in the Desktop or Online version of Office, based on your settings. Editing documents from within FYI ensures a complete audit trail is maintained. For more information, refer to Opening, Editing and Finish Editing Documents

Note: Documents cannot be edited if:

Editing Office Documents

Watch this tutorial to learn how to: 

  • Edit a workpaper
  • Insert a link to another office document
  • Select "I am Finished Editing" to check the document back in
  • Preview the document in the drawer to review your changes.


Co-Editing Documents with your Team

Watch this tutorial to learn how to:

  • Create a workpaper in Co-Edit
  • Co-Edit an existing document in the Documents list
  • Finish Co-Editing documents.
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