These short animations demonstrate the best way to manage your jobs using the Bulk Update function in FYI.
Job States
Watch this animation to learn how to bulk update Job States across multiple jobs quickly.
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Job Partner, Job Manager and Key User Roles
Watch this animation to learn how to bulk update job assignments seamlessly.
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Job Start and Due Dates
Watch this animation to learn how to bulk update key dates across multiple jobs easily.
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Key Job Details
You can also use the bulk update function to update job names, categories, budgets, and any custom fields as required.
Watch this animation to learn how to bulk update job custom fields as required in FYI.
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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, primary client, in tray