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How do I disconnect an FYI entity from a Cimplico entity?
How do I disconnect an FYI entity from a Cimplico entity?
Marco Fiumara avatar
Written by Marco Fiumara
Updated over a month ago

To disconnect an FYI entity from a Cimplico entity, follow these steps:

  1. Go to the Entity’s page in Cimplico Workpapers.

  2. Navigate to the Integrations tab.

  3. Locate the FYI tile.

  4. Click Configure.

  5. Select Disconnect to unlink the FYI entity.

🚨 Warning: Disconnecting the FYI integration will delete files in Cimplico Workpapers that have been pulled through from FYI (through a linked job). This will then impact any worksheets that referenced those documents.

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