Archived client documents are difficult to locate in FYI because the search and filter functions are inconsistent and don't reliably surface archived files within a client's record.

Workarounds Described

• searches through Clients > Filters > Status: Archived, then checks Documents tab which is usually empty
• goes to Documents > Selects 'Archived' > searches client again to find documents
• guesses document names like 'XYZ TRUST DEED' to locate archived files

Implied Software Gaps

• Unified document search that reliably includes archived documents within a client's own file view
• Automatic indexing that always links archived documents back to their client record for retrieval
• A search function that matches client names even when browsing the global archived documents list without needing exact file name recall

FYI Archive Sync Fixer

A lightweight browser extension or add-on that corrects FYI's inconsistent archive indexing by ensuring all archived documents tagged with a client automatically appear within that client's document view. It monitors the FYI interface and injects a unified search, providing a single, reliable view of both active and archived documents per client.

Existing Solutions Mentioned