Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
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:
- They are being edited by another user (unless using in Co-edit, refer to Co-editing an Internal Document)
- The document is assigned to a read-only workflow state (refer to Workflow Basics).
Editing Office DocumentsWatch this tutorial to learn how to:
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Co-Editing Documents with your TeamWatch this tutorial to learn how to:
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