Training for New Users

What does this session cover?

This training session is designed for new users who are beginning their journey with FYI. We recommend starting your in-house training with this session on your Go Live day or just prior.

In this 90 minute presentation we cover:

• Why FYI (a brief introduction to FYI)
• Navigating FYI for the first time
• Intro to:
  • Search and Retrieval   
  • Document Management
  • Email Management
• Additional Resources

The presentation also includes a couple of additional modules, for those interested, these include:

• Intro to Task Management
• Working with PDF Documents

How-to present

The presentation is in PowerPoint format and is broken-up into several modules (in accordance with the agenda above).

The presentation is embedded into this article and will begin playing right away. 

Alternatively, you can leverage the full functionality of PowerPoint by clicking the full-screen button in the bottom right-hand corner of the embedded presentation above. 

Once opened in PowerPoint, to watch the presentation, simply select the presentation icon in the bottom right corner (or press F5 if on the desktop app). The presentation will automatically play, with audio.

We also suggest:

• Encouraging users to save questions for the end of each module
• Pausing on our suggested discussion slides 
• Encouraging users to log in and begin using FYI following the session

If you do not hear the audio, check your speakers and/or volume settings.  

Watch presentation

To leverage the full functionality of PowerPoint, click the full-screen button in the bottom right-hand corner of the embedded presentation above.

Download slides

We recommend downloading the presentation slides in PPT or PDF format to distribute to the team. The slides include links to relevant help articles where you can find additional information and step-by-step instructions.

To download a copy click on this icon in the bottom right corner of the embedded presentation above. This will expand to provide the option to download a copy.

Click here to download the training presentation slides in PDF format.