It's super easy to achieve maximum efficiency with FYI's productivity tools, designed to make your whole practice more responsive and to work more effectively as a team.
This 45-minute webinar covers how you can use FYI's productivity tools to give you maximum efficiency by speeding up document approvals, managing tasks with ease and streamlining internal collaboration.
Topics include:
- Productivity tool fundamentals - see the productivity tools in action
- Configuring productivity tools for your practice - learn our best practice recommendations
- Optimising Knowledge for your practice - streamlined client communication and centralised resources for the team
- Action plans and key takeaways - to help you put this into action
Click below to play a full recording of the webinar (45 minutes)
Useful Links and Resources
- Setting up Workflow for Emails and Documents for FYI Admins
- Best Practice Guide for Tasks and Comments
- Enabling the FYI Desktop App
- Learn - Learning the Essentials
- Learn - Accelerating your Workflow
- Learn - Managing Templates and Stationery
- Overdue Task Reminder and Pending Approval Notification ready to import into your FYI platform
