![]() ![]() If you do not have the Default Font and Default Font Size set for your practice, this is set as Sans Serif 12. The text entered for a Phone Call, File Note or Meeting uses the Font and Font Size set for the Default Font and Default Font Size in your practice Settings (refer to Managing Practice Settings). Refer to Workflow Overview.įont used for the Text in the Phone Call, File Note or Meeting When the Status is " Completed", " Approved", " Pending Client Signature" or " Client Signed" the details of the File Note cannot be edited. You can also set the Workflow to lock the details of the File Note. These allow you to display and update the details and filing details, to create Tasks for the File Note, add Time information, etc. It displays in the drawer with the additional sections. Name - to identify the document internally, the name displays in the lists in FYI.ĭate and Time - these default to the current date and time and can be changed if required. You can enter one or more Keywords that can be used when searching for the document. You can create or select one or more Tags as additional categorisation. Tags and Keywords - If the selected Cabinet has been enabled for Tags and/or Keywords you will see these as additional Categories. Job - If Jobs are enabled for the selected Cabinet, you can also select a Job for the client (refer to Jobs). The selected Cabinet determines the Categories and options that display, and whether Jobs, Tags or Keywords can be selected or entered.Ĭategories - Categories such as Year or Work Type. Cabinet - If the selected client has a default Cabinet this is displayed and you can change this if required. Then click to select the required client. In the Drawer, select or enter the filing fields, or change the defaults that are given.Ĭlient - type at least three characters of the client name to display all clients containing those characters anywhere in the Client Name. The formatting tools are used in the same way as when adding Task details (refer to Using the Formatting Tools in Using the Task Drawer). You can use formatting on the text, such as bold, font sizes, bullet points, tables. The File Note Description section pops out so you can start making notes.Refer to Setting Defaults and Filing Defaults for your own Login - My Settings, Setting Filing Defaults for a Client and Email AutoFile Settings Exclusions and Practice Filing Defaults. When you select the Client these may change to the Filing Defaults set for the Client. The fields that initially display depend on whether or not you have Filing Defaults set with a Cabinet and Category selected in your settings, or if these are set as Practice Filing Defaults. Or, from the workspace, simply press the shortcut key F for a new File Note. Select F from the list of document types.From FYI, click the + button in the menu bar.The File Note Description and File Note filing details display so these can be changed if needed (see below). Enter the Subject and details of the File Note.In the Client Summary, click the File Note tab to display it (in the panel on the right-hand side).Display the Client Workspace for the relevant client (refer to Displaying Information for a Client).Font used for the Text in the Phone Call, File Note or MeetingĬreating a File Note from the Client Workspace.Creating a File Note from the Client Workspace.This article contains the following sections: You can create a File Note directly from the Summary tab in the Client Workspace, or using the + button in the menu bar. You can create a File Note for any additional information you want to store for the client. ![]()
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