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