Features

Managing Sample Content

As part of setting up your trial, from the Welcome Screen you can select to create Sample Clients and a Sample Cabinet (refer to FYI Welcome Screen).

Accessing the Sample Content Settings

  1. Login to FYI as an FYI Admin.
  2. From FYI, click Settings in the top right-hand corner. 
  3. Select Practice settings from the drop-down.
  4. Click General.

1722A_Practice_Settings.gif

Using Sample Content

When Sample Content is enabled, the Sample Clients are shown in the Clients list with a blue Sample icon to indicate they are samples.

2078_Clients_List_Sample_Clients.gif

The following is an example of the Clients list with the Source column included and filtered to show the Source as "Sample".

2077_Sample_Clients.gif

When Sample Content is enabled, a Cabinet called "Sample" is created and can be accessed by all users by default.

Sample Content can be disabled at any time from Practice Settings. This hides the Sample Clients and the Sample Cabinet.

For the Sample Clients this will:

  • Stop any Sample Automation Processes
  • Delete the Tasks
  • Cancel the Jobs
  • Delete the Documents

The Sample Content can be enabled again at any time. 

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