Is it possible to migrate documents in Dropbox to FYI?
Yes. With the assistance of our client success team it is possible to migrate your existing Dropbox documents to FYI.
To find out more information, refer to the articles in the section Onboarding.
To arrange a call with our client success team, book a Discovery call.
/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
