Pinned documents

Pinned documents let practices highlight important documents and access them quickly.

Pinned documents are identified by a pin icon and can be accessed using the Pinned filter on lists, 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 in FYI, and FYI Drawer in 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, use one of the following methods:

• From the Document drawer in FYI, or the FYI drawer in Outlook or Office, select Pinned at the top of the drawer.
  
• From a Documents list, select one or more documents, then select Pin from the toolbar. Pin isn't available when multiple documents are selected, and at least one of the selected documents is already pinned.
  
• Alternatively, right-click a document and select Pin from the pop-up menu.
  

When a document is pinned:

• The Pinned icon at the top of the drawer updates to indicate that the document is pinned.
  
• A Pinned icon is displayed on the right of the Documents list.
  
• The Activity section of the Document drawer records that the document was pinned, including the user, date and 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 in 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 display only pinned documents. A Pin icon in the right-hand column identifies each pinned document

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, or Employee Summary

When a document has been pinned, the Recent Documents section on the Summary tab in the Client, Job or Employee workspace will be replaced with Pinned Documents.

Below is an example of a Pinned Document on the Summary tab in the Client workspace.

Document and email threads

When displayed in a list, Pinned documents 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 you view the Thread section of the drawer, the Pin icon is displayed to the left of the document name.