Issue
I created a document initially in Office (for example, an Excel spreadsheet) and performed the following:
- I saved it to my FYI - My Imports folder directly from Excel.
- I then filed the document in FYI from my In Tray.
The Excel file was still open and I continued to work on it and closed it after making all the changes.
When I checked the version in FYI, it was either blank or missing the changes I made.
Cause
When you save a document to your FYI - My Imports folder, FYI immediately imports the version that was saved at that time.
If the file is still open in Office (for example, Excel), FYI doesn't wait for you to finish editing. It imports the version that existed at the time it was saved into the FYI - My Imports folder.
Any changes made after that point won't be captured.
Solution
To ensure all changes are saved in FYI, we recommend our Best Practice approach of creating new documents directly in FYI. This ensures all updates are saved and tracked automatically.
If you are working outside of FYI:
- Save the file to your local computer (not to the FYI - MY Imports folder).
- Finish editing and close the document.
- Import the completed file into FYI using one of these methods:
Once the document is filed in FYI, ensure all edits are done from directly in the FYI platform.
To avoid this from happening in the future, our recommended approach is that all documents are created from FYI and not initially directly from Excel.