Before getting started
Before getting started, we recommend users be invited into FYI, set up their computer, and complete the help articles in the section Beginner Tutorials.
To set up their computer they will need to perform the following:
- Install the FYI Add-ins for Office and Outlook
- Configure your OneDrive for use with FYI
- Prepare your browser for FYI
Refer to Optimising a computer for use with FYI.
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 75 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
To leverage the full functionality of PowerPoint, click the full-screen button in the bottom right-hand corner of the embedded presentation above.
Download PDF of slides
You may also wish to download the presentation slides in 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.
Click here to download the training presentation slides in PDF format.
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. If you wish to play from here, you will need to click through each slide.
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.
If you do not hear the audio, check your speakers and/or volume settings.