PDF Management
Simplify PDF management. Keep everything in FYI.
Preparing client documents often means downloading files, switching between applications, making edits and uploading the finished version again.
With PDF Management built into FYI, you can collate, edit and redact documents in one place, reducing manual steps and making it easier to prepare client-ready PDFs.
With PDF Management built into FYI, you can collate, edit and redact documents in one place, reducing manual steps and making it easier to prepare client-ready PDFs.
Bring your documents together
Combine multiple PDFs into one client-ready document, in the order you choose.
- Combine financial statements, reports and supporting documents into a single PDF.
- Collate documents for one client or across multiple clients and related entities.
- Arrange documents in your preferred order while keeping the original files unchanged.
One complete document, with the originals left untouched.
Edit PDFs without switching applications
Edit and finalise PDFs directly in FYI, with changes saved as a new version.
- Edit text, insert, remove or reorder pages directly in FYI.
- Add highlights, comments, bookmarks and watermarks to finalise documents.
- Save changes as a new version, keeping your document history together in FYI.
Finish all of it in FYI. Keep every version together.
Protect sensitive information before sharing
Permanently remove confidential client information from PDFs before sharing.
- Redact personal details, account numbers and confidential financial information.
- Review marked content before applying permanent redactions.
- Permanently remove sensitive information before sharing documents with clients or third parties.
Share only what clients need to see.
PDF Management Features
Document collation
Combine documents across clients or related entities into one organised PDF.
Originals preserved
Create a new PDF while keeping the original source documents unchanged.
Built-in PDF editing
Edit text, pages, highlights, watermarks and bookmarks directly in FYI.
Version history
Save edits as new versions while retaining access to previous versions.
Permanent redaction
Permanently remove sensitive information from PDFs before sharing.
Ready to share
Prepare documents for electronic signing or share securely using FYI Secure Link.
See what else you can do with FYI
PDF Management is just one way FYI helps accounting practices reduce administration and work more efficiently.
Discover how FYI brings your documents, emails, workflows and practice management together in one platform.
Discover how FYI brings your documents, emails, workflows and practice management together in one platform.