SEARCH AND RETRIEVAL

Find whatever you need in a flash

Instantly locate any email, document or client interactions, all in one platform.

Speed up document retrieval practice-wide

Make the right information easier to find, with configurable Filing Cabinets

  • Speed up document retrieval, with information stored in line with practice needs
  • Store client and non-client documents in a way that reflects the division of operations in your practice
  • Configurable to suit your unique requirements

Keep sensitive documents secure

Protect sensitive documents and allow users to work conveniently inside their group, with Cabinet Security

  • Control access rights to sensitive documents, simply and easily
  • Users don’t see documents filed in Cabinets they do not have access to
  • User only see documents filed in cabinets they have access to

Find the right document faster

Retrieve documents faster and enhance client service, with Dynamic Search

  • Navigate seamlessly between group, client and job workspaces to locate documents in an instant
  • Search across client groups, clients and jobs quickly and easily
  • Retrieve documents efficiently and effectively, every time

Powerful search tools putting information at your fingertips

Find all related documents and references in seconds, with MetaData and Full Text Search

  • Find anything you have permission to access – using powerful search tools, sorting, filtering and tags
  • Filter and sort the database to retrieve a precise list of documents – even in large document stores
  • Use the Filter Drawer to locate documents in cabinets the same way you do in Windows Explorer folders
  • Mark documents you use frequently for easy access

Customise how documents are displayed

Set up document views based on your specific practice needs, with Document Views

  • Use Standard Views such as Recent, Incomplete or Unsent Documents to put specific documents at your fingertips
  • Create custom views unique to your practice by saving any search criteria, column order and filter on any list

One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly.

Jason Skinner, CEO/Director –
Skinner Hamilton

Want to see FYI in action?

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