Cimplico Workpapers integrates directly with FYI, so you can bring in your client entities, groups, users and documents without manual re-entry.
At firm level
Entities and groups. Import your firm's clients and groups into Cimplico Workpapers in bulk.
Users. Invite your team using the user list already maintained in FYI, rather than adding each person manually.
At entity and workpaper level
Once an entity in Cimplico Workpapers is linked to a client in FYI:
Entity-level files. Documents filed to a Workpapers cabinet in FYI, but not assigned to a specific job, appear against the entity in Cimplico Workpapers.
Job-level files. Documents filed to the Workpapers cabinet and assigned to the job for your workpaper appear directly inside that workpaper, so they're quick to reference while you work.
These are direct links — if a document is updated in FYI, the change is reflected in Cimplico Workpapers.
Getting set up
Connecting the integration and bringing across your entities, groups and users is a one-off task. See FYI Setup.
Using it day to day
See Using FYI files within Cimplico Workpapers for referencing documents on a worksheet and keeping files in sync.