It is important to develop a training plan to suit the size and structure of your practice.
As part of your Assisted Onboarding Plan, the FYI team will guide you through Pre-Training Preparation and conduct a Go-Live Training webinar for your team.
A standard training plan normally includes the following:
Pre-Training Preparation
We recommend you invite your team to log-in to FYI to familiarise themselves with the main navigation and complete a few basic tasks in FYI prior to your first Go Live Training webinar.
The Getting Started: Key Concepts for New Users Guide provides an introduction to the FYI platform. It covers the following topics:
- How to Login
- Navigating FYI for the First Time
- Creating and Editing Your First Letter
- Filing Your First Email
Click here to download the guide and share with your team. You will also find links to some handy trouble-shooting resources for new users.
Go-Live Training Webinar
As part of your Assisted Onboarding Plan, your Client Success Manager will liaise with you to schedule an online training webinar with the FYI team. This normally takes place just prior to your go-live date, and covers the following:
| Admin Training |
User Training |
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Additional bespoke training sessions run by the FYI team can be scheduled as required. Please contact your Client Success Manager via email support.
User Guides and Video Tutorials
The FYI knowledge base provides numerous help articles, onboarding guides and tutorial videos to assist your self-guided learning.
The most useful resources for new users starting out on their FYI journey are listed below:
Getting Started with Email Management
Getting Started with Document Management
Getting Started with Automations
Masterclasses
FYI is a feature-rich product and we encourage all users to keep learning as new features are released. Keep an eye out for our webinar-style Masterclasses which will be kicking off in the near future. These will provide a deep-dive into existing and new features to ensure your team is getting maximum return on investment in the FYI platform.
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