DOCUMENTS

Automate the creation and filing
of documents

Imagine how productive you’ll be when you can
access practice templates, file documents and assign
tasks – all without leaving Word, Excel or PowerPoint.

Take practice visibility to the next level

Locate information in seconds and know where every client and job stands, with centralised storage of all your documents.

  • Store all your documents in a single client-centric cloud database, accessible anywhere, anytime.
  • All a client’s documents, emails, meeting records, phone calls and file notes stored using structured filing rules, organised by job and accessible instantly
  • Search and display documents for a Client, Client Group or Job
  • Practice templates and non-client documents such as policies and procedures stored in knowledge cabinets and easily accessed by your team

Get hyper-productive in Office

Create a task, initiate a workflow, or record time without leaving the document you’re working on in Microsoft Office.

  • Access the FYI app from within Word, Excel and PowerPoint
  • Seamless creation, editing and filing of documents – on your desktop or in your browser
  • Add comments or tasks to documents, providing valuable context to share with your team

Create standard documents in seconds

Save time and reduce typos when creating documents using practice templates.

  • Auto-create standard documents in seconds using practice stationery, rich text and merge fields
  • Merge client data from your practice management system
  • Set auto-filing defaults as part of the template, with documents automatically filed at point of creation

Save time with self-filing documents

Create documents knowing they’ll be automatically filed in the right place, with FYI’s Create Documents wizard

  • Use the in-product document wizard to create documents that are automatically filed at point of creation
  • With the reassurance of practice-wide filing rules
  • And seamless access to practice templates

Eliminate document double-ups

Avoid duplication of effort – and the risk of document loss, with seamless check-in and check-out

  • Maintain the integrity of your document and ensure that two users can never make simultaneous edits
  • Manually check documents back in – with protections in place
  • Save time by avoiding data loss, duplication errors and document conflicts

Track document history the easy way

Every version of every document, at your fingertips, with Document Activity

  • Automatic maintenance of activity on all documents, including versioning giving a full audit trail
  • Maintains a history of all major events on a document
  • Allows previous versions to be restored if required

Make filing quick and easy

Enjoy multiple ways to import and file documents in FYI, with Multiple Filing Options

  • Drag & Drop your documents into FYI
  • Bulk import documents quickly and easily with the FYI – My Imports folder
  • Save from Office – file without leaving your document using the FYI Drawer

Link, view and share docs faster

Save time with single mouse clicks for a range of powerful Document Actions

  • Preview documents without the need to open or export
  • Create Doc Links with a single click and insert them into documents for easy reference
  • Share documents with external users via email or OneDrive with one click
  • Staple documents together to create document packs for clients

FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software.

Alistair Scanlon, Partner –
Scanlon Richardson Accounting

Want to see FYI in action?

Book a demo or start a 30-day free trial today.