Use this article to link a workpaper to an FYI job, so documents filed against that job in FYI sync automatically into the workpaper.
Before you begin
Confirm your firm has linked the FYI integration. See Setting up the FYI Integration.
Confirm the entity has been linked to its FYI client.
There are two ways to link a job to a workpaper.
Option 1: Link the job during workpaper creation
Follow the steps in Creating a workpaper up to the final step.
Select a job from the FYI Job dropdown.
Click Create Workpaper.
ℹ️ Note:
The FYI Job field only appears if the entity is linked to an FYI entity. If you don't see this field, confirm the entity's FYI link before continuing.
Option 2: Link the job in workpaper settings
Link or change a workpaper's FYI job at any time from its settings.
Open the workpaper and click the cog icon to open Settings.
Click the Integrations tab.
Click Configure on the FYI tile.
Select a job from the Job dropdown.
Click Save.
Documents filed against that job in FYI now sync automatically into the workpaper.