New improvements to search and retrieval functionality
Updated
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