Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.


Using the Documents Lists

Creating Documents in FYI

Integration with Microsoft Office

Filing Documents in FYI

Previewing, Opening and Editing Documents

Using Document Actions

Working with Documents

Importing Documents to FYI

Co-Editing Documents with your Team

Templates and Stationery


FAQs - Documents

FAQs - Documents and Emails

FAQs - FYI Drawer in Office

FAQs - Editing and Deleting Documents and Emails

FAQs - Preview and Full Screen View

FAQs - Syncing Documents

FAQs - FYI Desktop App

FAQs - Document Templates and Stationery

FAQs - Excel

FAQs - Signatures

FAQs - FYI - My Imports


FAQs - FYI Browser Extension

FAQs - Export

FAQs - Images