Job Documents Tab

The Job Documents tab in FYI provides a list of documents filed to the job, allowing practices to keep track of job-related documents efficiently. The tab operates in a similar way as regular Documents Lists, with users able to open and manage documents, and sort and filter the list.

Job Documents Layout

The Job Documents tab is displayed the same for all jobs, regardless of the FYI plan selected by the practice, or the type of Job selected (Standard, Billing or Workflow).

Job Documents Functions

Toolbar

The Job Documents List toolbar contains a variety of functions that are available for all Documents Lists. For detailed information on using these functions, refer to Using the Documents Lists and Searching for Documents.

Function	Details
Select all button	Used to bulk select documents in the list. Click the arrow to select 50, or all results.
View selector	Displays the list of Document Views available to the list. Default views appear at the top of the View selector with a divider, followed by saved views.
Search bar	Used to search the Document Name, Reference Number, and Keywords. For detailed information on search guidelines, refer to *Searching for Documents*.
Search within	Performs a full-text search within the content of emails, phone calls, file notes, and meetings.
Threads	Shows or hides threads, used to group documents together, typically emails.
Mine button	Displays any documents or emails where the current user is recorded as the Document Owner.
Starred Documents	Displays documents or emails that have been marked as Starred, useful for favouriting documents.
Clients of My Partner	Filters by documents of the clients for your partner.
Refresh	Refreshes the Documents list to show updated information.
View Tools	Allows users to reset the view to the default settings, or export the Documents List to a CSV file. Note: The "Save View" option is not available from the Job Documents tab. Document Views must first be created from the Documents List to be available to select in the Job Documents List.

Columns

Columns can be added to the Jobs Document list to display additional information specific to the practice. Relevant columns have functions that can enhance the job information displayed.

The following functions are available to columns in the Jobs Document List.

Function	Details
List icon	Hover over the column heading and click the List icon. The following options will become available: Pin Column: One or more columns can be pinned to the left or right, similar to Excel's "Freeze Panes". Pinned columns are indicated by a vertical line in the list. Autosize This Column: Adjust the selected column width to fit the contents. Autosize All Columns: Resize all columns currently displayed to fit the contents. Note: Autosizing and pinned columns will reset to default settings upon leaving the list or changing views, unless the view is saved with the changes made.
Filter icon	The Filter icon is displayed as a funnel with three horizontal lines. Click the icon to filter the options as required, or click Reset to return to the default settings. When a column has been filtered, the Filter icon will be displayed in green. Note: If the icon is not displayed, that column cannot be filtered.
Column Order	Drag and drop the column heading to change the order in which columns are displayed within that list.
Column Width	Drag the edge of the column heading to increase or decrease the width of the column. Tip: Double-click the edge of the column to automatically resize the width to fit all contents.
Adding Columns	Click the Columns tab on the left-hand side. Columns that are saved in the current view are displayed in alphabetical order. Search and tick additional columns in the list to add the Column to the view. Tip: You can search for columns at the top of the Columns tab.
Removing Columns	To remove a column from the list: Click the Columns tab on the left-hand side. Untick columns to remove them from the view, or Drag the column anywhere off the list area. The column will be removed and will display as unticked in the Columns tab.

Document List

The Jobs list contains various functions that allow users to easily display and manage documents associated with a job.

Function	Details
Columns Tab	Displayed on the left-hand side of the list. Click the Columns tab to expand the tab. Columns that are saved in the current view are displayed in alphabetical order and with a Green tick. Additional columns that can be included in the list are displayed as unchecked. Tip: The width of this section can be dragged left or right.
Filter Tab	Displayed on the left-hand side of the list. Click the Filter tab to expand the tab. Click and expand the column you want to apply the filter to. The filter icon displays next to any columns that currently have a filter.
Cabinet Explorer	The Cabinet Explorer tab on the left allows users to select a particular cabinet, and display only documents filed to that Cabinet. In addition, the Categories and Category Options will be displayed to further refine the list. Refer to Using the Cabinet Explorer.
Document Icons	The Jobs Document List will display various icons on the right to allow users to easily identify additional information about the document. For example, drafts will be highlighted with a blue Draft icon, a padlock to indicate a Locked document, or whether there are tasks or comments against the document. For a detailed explanation of each icon, refer to List Icons.

Features