DOCUMENT MANAGEMENT

Enterprise document management enabling a paperless office

At its core, FYI is a robust document management and automation engine. We create and file your documents including a powerful audit trail with all the controls you’d expect in a paperless office….and more!

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Save ½ an hour per client each year using document templates infused with Xero merge fields…

Microsoft Office Integration

Powerful add-ins across the Office suite that enable seamless document creation onto the desktop as well as editing with automatic check-in and check-out. Your team will benefit from the convenience of a cloud document management store, coupled with the productivity edge that Microsoft Office desktop provides.

Seamless check in / check out

Seamless check-in and check-out ensures that two users never make edits to a document simultaneously. This avoids any data loss or conflicts and saves time. Where required other users can manually check documents back in but with protections in place to avoid any duplication errors or data loss.

Document Templates

Ability to manage document templates and stationery for each document type such as standard letters and emails. This improves productivity and quality controls thanks to standardised content that can only be maintained by administrators.

Versioning and audit trails

A history of all major events on a document including versions. This allows users to have a restore point on complicated documents if they are heading in the wrong direction. Versioning will become even more important in the future when AutoFile will be extended to external platforms.

Frequently Asked Questions

Can I re-use our existing templates?

Yes, you can easily import your existing templates from across Office modules including Word, Excel and Powerpoint.

Does it work with Office Desktop and Office 365?

Sure does! FYI currently integrates seamlessly with Microsoft Office 365 Desktop. It has been architected with the online version of Office 365 and this feature will be made available in an upcoming release.

Ready to improve your firm’s efficiency?

Join a live product demonstration webinar or start a free 30-day trial today.