After your historical documents have been migrated to FYI, you can perform a few simple admin tasks to ensure FYI is configured to suit your practice.
The Onboarding: Post Migration Admin Guide covers the following:
- Identifying Archived clients
- Resolving unmatched Clients
- Nominating a client to Include in AutoFile (if client is part of a Client Group)
- Bulk Update of Filing Details
Click here to download the guide.