Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Introduction to Documents in Depth with FYI

    • Welcome to Documents in Depth with FYI

    • In this Course

    • An Overview to Documents in FYI

  • 03

    Section 2: Uploading & Creating Documents

    • Uploading & Creating Documents

    • Uploading Documents

    • Creating Documents

    • Using the Document Drawer

    • Accessing the Document Action Tool Bar

    • Using the Document Action Tool Bar

    • Illustrative Example - Phone Calls with FYI

    • Knowledge Check

  • 04

    Section 3: Filing Documents

    • Filing Documents

    • Setting Filing Defaults

    • How to Refile or Adjust a Document

    • Using the Staple Function

    • Utilising Source Document Links

    • Saving Documents Under Multiple Clients

    • Knowledge Check

  • 05

    Section 4: Reading & Editing Documents

    • Read & Edit Documents

    • Open, Edit & Sync Documents

    • Reading Documents Function & Opening Multiple Documents

    • Knowledge Check

  • 06

    Section 5: Co-Editing Documents

    • Co-editing Documents with your Team

    • Demonstration of Co-editing with your Team

    • Knowledge Check

  • 07

    Section 6: Managing Document Integrity

    • Documents Versions In FYI

    • Activity & Version Details

    • Knowledge Check

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