Use this article to reference, sync, and manage FYI documents within Cimplico Workpapers as files.
ℹ️ Note: Before using the FYI files functionality in Cimplico Workpapers, set up the FYI integration and confirm the entity has been linked to an FYI entity. See Setting up the FYI Integration.
How FYI files appear in Cimplico Workpapers
Once an entity is linked to FYI, where a document appears in Cimplico Workpapers depends on how it's filed in FYI:
If a document is filed against your Workpapers cabinet only, and not linked to a job, it appears under the entity's folder in Cimplico Workpapers.
If a document is filed against your Workpapers cabinet and a job, it appears under the workpaper linked to that job instead — not under the entity folder.
Either way, the file or folder shows a green FYI badge to indicate it's synced from FYI.
Example: filed without a job
In the below example, the folder from FYI will contain documents saved to the Workpapers cabinet but not assigned to a specific job. For example, you may want to save documents such as Trust Deeds and Incorporation Documents to the Workpapers cabinet alone, since these documents may need to be referenced from year to year.
Example: filed with a job
In the below example, the folder in this specific workpaper houses any documents assigned to the workpaper and this specific job. For instance, documents relating specifically to this year's workpapers.
ℹ️ Note: You can't move files out of an FYI folder, and you can't move other files into one. This keeps the file structure in Cimplico Workpapers consistent with FYI.
Reference an FYI file on a worksheet
Open the file navigator on an entry in a worksheet or other schedule.
Navigate back through the filing system until you find the desired FYI folder - either the FYI Job folder, or the FYI Entity folder one level up.
Select the folder to open up the saved documents
Find the file you want to reference and select the checkbox next to it
Re-sync files on a workpaper
If you have added or changed the documents saved in FYI and need to force a re-sync, you can follow these instructions:
Open the workpaper and click the cog icon to open Settings.
Click the Integrations tab.
Click Configure on the FYI tile.
Click Re-sync.
Cimplico Workpapers updates every file in the FYI Job folder, along with any files referenced on the workpaper from outside it, and updates their references.
⚠️ Re-syncing can affect review status
Re-syncing FYI files may affect the review status of worksheets and other schedules referencing those files, including worksheets in other workpapers.