Uploading files from FYI into PDFit
To add files into PDFit from FYI, you need to be in the Manage Document screen then click Browse FYI Files, a pop up will appear.
From within this pop up, you can search through your FYI files by adding a criteria for either the Client Group, Client Name, Cabinet, Year, or Document name. It could also be any combination of them. A dropdown will appear in each to help you select them.
You can select multiple files from FYI by ticking the checkbox on the left-hand side of each file then clicking "Add selected files to editor", in the bottom right.