New improvements to search and retrieval functionality


Finding emails and documents has never been easier with these improvements.


  • Full-text search on emails - simply turn on ‘search email contents’ and any text you type into the search field will search for that word in both emails and documents stored in FYI
  • New document views - simply click the view drop-down menu when searching and pick your favourite view
  • Select from our best practice defaults or create your own custom views
  • Locate and link documents within Excel, using the FYI drawer
  • Makes the process of attaching supporting workpapers to a spreadsheet super simple

Learn more about FYI’s full Search and Retrieval functionality.

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