Training for New Users

This pre-recorded 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 ‘FYI Go Live' day or just prior.

In 60-minutes we cover:

1. A brief introduction to FYI 

 2. Navigating FYI for the first time 

• FYI’s approach to filing   
• The FYI Drawer
• Workspaces

3. Tutorial for beginners

4. Trouble-shooting

5. Help when you need it

Click here to watch the training session (60 mins)

You may also wish to download the presentation slides used throughout the training session. They include links to relevant help articles where you can find additional information and step-by-step instructions.

Click here to download the training presentation slides.

Trouble-Shooting

Before getting started, please make sure you have completed the following steps to set up your computer:

1. Install the FYI Add-ins for Office and Outlook
2. Configure your OneDrive for use with FYI
3. Prepare your browser for FYI

Refer to Optimising a computer for use with FYI.