Creating Templates for Documents at #lightspeed
Give your team next level efficiency to create documents #lightspeed using Templates. Designed to save time and ensure consistent, high quality client communication across your practice.
Watch this trailer to learn how to create document templates within FYI.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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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.
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