Best Practice Guide for Jobs
This best practice guide is a handy reference tool for getting started with Standard Jobs and Workflow Jobs to track and monitor your workflow in FYI.
Click here to download the guide (or download the file from the bottom of this article).
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray