Introducing New Collaborate - Feature Walkthrough
This walkthrough provides an overview of the key features of FYI's New Collaborate.
Explore how you can collaborate with your clients and contacts by securely sharing documents and folders in a dedicated client portal. Customise your new Collaborate site with your logo and practice branding and discover the client upload folder, providing an alternate way for clients to send documents to your practice.
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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.
new collaborate, automation, merge fields, in tray, sync
