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The Pinned Documents feature provides practices with an efficient way to highlight and access important documents. Pinned documents are clearly identified by a pin icon, and can be easily accessed using the Pinned List Filter, or through the Pinned Documents section of the Client, Job, and Employee Summary tabs.
Pinning a Document
There are various ways documents can be pinned:
- Document Drawer (available from within FYI, as well as Outlook and Office).
- Selecting multiple documents from a Documents List.
- Right-clicking on a document in a Documents List.
Pinned documents will be pinned for all users in the practice. If the document has been filed to a Secured Cabinet, only users with permissions for that Cabinet will be able to view the document in FYI, including the pinned status.
To pin a document:
- From the Document Drawer, click the Pinned icon at the top of the drawer.
From a Documents List, select one or more documents and click the Pin icon in the toolbar. This option will not be available when selecting multiple documents, and one document has already been pinned.
To use the pop-up menu, right-click on a Document and select Pin. - The Pinned button at the top of the drawer will be updated to display as follows.
A Pinned icon will also be displayed on the right of the Document Lists. - The Document Activity section of the drawer will be updated to show that the document was pinned, including the user and the date and the time.
Unpinning a Document
Documents can be unpinned by:
- Clicking the Pinned icon at the top of the Document Drawer.
- Selecting one or more pinned documents in the Documents List and clicking Unpin. This option will not be displayed if one of the selected documents has not been pinned.
- Right-clicking on a document in the list to display the pop-up menu and clicking Unpin.
The Document Activity section will be updated to show that the document was unpinned.
Displaying Pinned Documents
There are various ways to display Pinned Documents. Once a document has been pinned, it will appear as pinned for all users in the practice with permission to view the document.
Document Lists
Documents Lists can be filtered to display Pinned Documents only by clicking the Pinned Documents icon in the toolbar. This can be done from the main Documents list, as well as the Documents tab with the Client and Job workspaces.
The Pinned Documents icon will turn green to show that the filtering is active.
The list will be updated to only display Pinned Documents, indicated with a Pin icon in the right-hand column.
Note: Documents and Emails in a thread will only be displayed in the filtered Pinned list if the most recent document has been pinned. Refer to Document and Email Threads below.
Save the filtered list for quick access to Pinned Documents from the drop-down.
Client, Job, and Employee Summary
When a document has been pinned, the Recent Documents section on a Client, Job or Employee Workspace Summary tab will be replaced with Pinned Documents.
Below is an example of a Pinned Document on the Client - Summary tab.
Document and Email Threads
When displayed in a list, Pinned Document and Email Threads will display the Pinned icon alongside the Thread icon on the right-hand side of the row, and any other list icons.
Documents and Emails in a thread will only be displayed in the filtered Pinned list if the most recent document has been pinned.
When viewing the Thread section of the drawer, the Pin icon is displayed on the left of the document name.