Once you have processed all documents in ATO SmartDocs, you can export them to FYI by following the steps below.
Use the Filters button on the ATO SmartDocs processing screen to select the documents you want to export. We recommend exporting documents to FYI after you have emailed and notified clients, because a timestamp is generated in the footer of the email or letter that is exported to FYI.
Click Select All after applying filters, or tick each document individually if you do not want to export all documents.
Click the Export to FYI button.
A progress window appears showing the total number of documents being exported.
Note: FYI exports both the document and its associated email or letter. As a result, the number of exported items will be twice the number of selected documents.
After the export completes, documents successfully exported display the status Completed and show the FYI icon.
If any documents fail to export, a pop‑up window appears showing the document name and the corresponding error message.