Closing the Loop with Documents
These short animations demonstrate the best way to close the loop with documents, ensuring your latest changes are saved and synced back to FYI.
From the FYI add-ins for Office
Watch this animation to learn how to correctly finish editing documents from the FYI add-ins for Office.
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From the drawer in FYI
Watch this animation to learn how to correctly finish editing documents from the document drawer in FYI.
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From My Edits
Watch this animation to learn how to finish editing multiple documents at a time, from Home - My Edits.
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/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