**Cloud-based applications are dynamic and as products evolve interfaces may change. Our courses can still be completed however, during the interim period of updating our courses, you may notice some differences between the coursework and the live app. We are currently updating our FYI Fundamentals courses to ensure they align with the latest interface and provide a more consistent and seamless learning experience for our users.**

Course curriculum

    1. Welcome to Documents in Depth with FYI

    2. In this Course

    3. An Overview to Documents in FYI

    1. Uploading & Creating Documents

    2. Uploading Documents

    3. Creating Documents

    4. Using the Document Drawer

    5. Accessing the Document Action Tool Bar

    6. Illustrative Example - Recording Phone Calls & Creating Follow up Tasks

    7. Using the Document Action Tool Bar

    8. Uploading & Creating Documents - Knowledge Check

    1. Filing Documents

    2. Setting Filing Defaults

    3. How to Refile or Adjust a Document

    4. Using the Staple Function

    5. Utilising Source Document Links

    6. Saving Documents to Multiple Clients Using Web Links

    7. Filing Documents - Knowledge Check

    1. Read & Edit Documents

    2. Open, Edit & Sync Documents

    3. Reading Documents Function & Opening Multiple Documents

    4. Reading & Editing Documents - Knowledge Check

    1. Co-editing Documents with your Team

    2. Demonstration of Co-editing with your Team

    3. Co-Editing Documents - Knowledge Check

    1. Documents Versions In FYI

    2. Activity & Version Details

    3. Managing Document Integrity - Knowledge Check

About this course

  • 30 lessons
  • CPD: 1.5 hours
  • All Users

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