Documents
Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
Overview
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
Troubleshooting
- Opening a document in Word or Excel displays "Content presents a potential security issue" warning
- Error "Invoice Not Found" when opening an Invoice
- The Documents List is displaying "Err" when filtering by Edit Status
- Error "Oh no...an error has occurred." when previewing a document.
- "File not saved. Please save the document before filing."
- Protocol error when opening Excel Files using OneDrive Desktop
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FAQs - Documents
- Can I add videos and MP4 files to FYI?
- How do I unarchive client documents?
- How do I change a document name?
- Why can I not Co-Edit a document or get the error "Sorry, you don't have access"?
- Where can I locate all the documents I am currently editing?
- How can I edit Office documents without using OneDrive?
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FAQs - Documents and Emails
- Why is the email attachment sent to my client blank?
- Why can't I file an email or document to a certain Cabinet or Edit a document in a a certain Cabinet?
- Why does the FYI drawer not display when I select a document?
- Can I save an email or document to multiple clients, without copying it?
- Why is Bulk Update giving a message "Category ... is required"?
- Can I link to a file from a third-party site?
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FAQs - FYI Drawer in Office
FAQs - Editing and Deleting Documents and Emails
- Why are my documents going to my Downloads folder instead of opening in Office?
- Why can I not Edit or Delete an email or document?
- Is there a way I can do a bulk delete of emails and documents?
- How do I recover a deleted document/email?
- Can I prevent users from deleting emails and documents?
- Why do I get the message "This file is locked by OneDrive. Your document might be open, or OneDrive is taking a long time to sync" when clicking I am finished editing?
FAQs - Preview and Full Screen View
- When selecting Preview or Read not showing the Document contents?
- Why is the Preview pane showing a different date and time format or timezone?
- Why is Preview or Full Screen not formatting documents correctly, or is displaying "This document type is not currently available to preview"?
- When previewing a PDF, why are the Zoom and Rotate buttons not displayed?
- Why is the text of my document unclear when using the Preview screen?
- "Please sign in to view this file" repeatedly appears when attempting to preview documents
FAQs - Syncing Documents
FAQs - FYI Desktop App
FAQs - Document Templates and Stationery
- Why do documents created from Templates and Stationery have incorrect formatting?
- Why are Merge Fields in a Word Template or Stationery not working correctly?
- How do I set up the Date in a Word Template or Stationery?
- Why does the text from a Template not appear when I create a Word document using both Stationery and a Template?
- Why is the client's Addressee not being brought in with an FYI Template?
FAQs - Excel
- "Error creating document. An error occurred when creating the document using a template" when creating an Excel file
- Why am I prompted to login with my email address and then get the error "Access denied" when opening an Excel document?
- Why is a macro-enabled Excel template not allowing AutoSave to be turned on when opened to edit in FYI?
- Why do multiple versions of the file open when I open an Excel file for edit on desktop?
- How can I update Excel spreadsheets with links and external references to other spreadsheets?
- What are changes made to a .csv file not getting saved?
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