Skip to main content
Logo
LEARNING RESOURCES WEBINARS
Submit a request Sign in
  1. FYI
  2. Feature Guides
  3. Search and Views

Search and Views

Locate your documents in seconds using views, sorts and filters to get the full power of metadata and search.

    Overview

    • Search and Retrieval Overview
    • Client and Job List Cache Refresh

    Searching for Documents

    • Searching in Lists
    • Sorting and Filtering
    • Group/Client/Job Search and Navigation
    • Internal Documents in the Knowledge Cabinets

    Using the Views

    • Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation
    • Navigating between Groups, Clients and Jobs
    • Adding/Removing/Moving Columns in a List
    • Emails Sent, Received and Draft and Mail Register Views
    • Saving Changes to the View Layout, Modifying and Deleting Views
    • See all 8 articles

    Searching on Filing Details

    • Tags and Keywords
    • Using Tags
    • Using Keywords
    • Unique Document Reference Number
    • Search within Emails, Phone Calls, File Notes and Meetings Content

    Exporting Lists

    • Exporting Lists (Clients, Documents, Jobs, Tasks, Views)

    Starred Documents

    • Marking and Displaying Starred Documents

Stay Up-To-Date

Events
We host a range of product demos, training webinars, workshops and more.
Service Status
Check for updates on the FYI Platform
What's New
Round-up of new features, fixes, and other important announcements.
FYI Community
Connect with thousands of other FYI users to discuss features and best practices, share insights, and ask questions.
Join now

© FYI

LinkedIn Facebook
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, guides and learning paths.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
New Collaborate, Automation, Merge Field, Tasks, FYI Desktop