Using Templates to Create Documents
Create documents in seconds, using templates to save time and ensure consistent communication and content across your practice.
Watch this short animation to learn how to create a document using a template and convert it to a PDF.
/hc/en-us/categories/360001063892-Getting-Started
//theme.zdassets.com/theme_assets/2401539/a9234180aac601cf0b186fb039c5c05407f864fc.png
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
//theme.zdassets.com/theme_assets/2401539/2aadf6455c3c2239e1b71c47532439f6aed423a8.png
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
//theme.zdassets.com/theme_assets/2401539/a71d7ea42632aa5a85a8b72b084dc8e71fb9dad4.png
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
//theme.zdassets.com/theme_assets/2401539/7b7e52db42e52c3f1b127ca72186b12304470f21.png
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
//theme.zdassets.com/theme_assets/2401539/439b45fefbcce018396fd34cfd282b8b97529df0.png
Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray