Editing PDF Documents

Plan: Available: All plans 

Users: Available: All users

Practice Management Source: Available: All sources

The ability to access and edit PDF documents using your preferred PDF editing tools is crucial to maintaining efficiency once you move to FYI. 

For more information, refer to Editing or Printing a PDF.

Editing a PDF Document using OneDrive

Watch this tutorial to learn how to: 

  • Open PDF documents online
  • Edit PDF documents and save changes
  • Preview changes in the drawer.

 

Editing a PDF Document using FYI Desktop App

Watch this tutorial to learn how to: 

  • Open PDF documents using FYI's Desktop App
  • Edit PDF documents and save changes
  • Check PDF documents back in
  • Preview changes in the drawer.
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