Finding Information at #lightspeed
You can Search, Sort and Filter lists in all workspaces to find information in FYI. The layout can then be saved and made available to the wider team.
Watch this trailer to learn how to create practice-wide Custom Views, and get your team finding what they need at #lightspeed.
Note: An FYI Admin, or a user in a User Group that has Permissions enabled for Views ,can set up new views and modify existing views.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync