This training has been designed for FYI Admins who are configuring FYI for their practice.
You may also like to share with your FYI Champions so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team.
It is important that FYI Admins and Champions complete the Getting Started as an FYI Admin course in Learn. This will ensure your practice is configured correctly and you have ample time to consider how your team will use FYI before they get underway!
Refer to FYI Learn to access the interactive online course.
The OnDemand training videos will assist FYI Admins learning how to set up FYI to suit your practice.
Creating Cabinets and Categories
Watch this video to learn how to:
Create and maintain cabinets
Configure the filing structure of a cabinet
Add categories to a cabinet
Maintain categories.
Creating Knowledge Cabinets
Watch this video to learn how to:
Create and maintain knowledge cabinets
Configure the filing structure of a knowledge cabinet
Add categories to a knowledge cabinet
Create and maintain categories.
Setting up User Groups
Watch this video to learn how to:
Display default user groups
Maintain user groups
Create cabinet and permission groups.
Maintaining Users
Watch this video to learn how to:
Update user profiles
Confirm active users
Assign cabinet and permission groups
Create new users.
Applying Your Filing Defaults
Watch this video to learn:
The order in which filing defaults apply
How to set up filing defaults.
Checking Your Practice Letterhead
Watch this video to learn how to:
Locate your practice letterhead
Set practice defaults
Create a document to check the setup of your stationery.
Checking Your Email Signature
Watch this video to learn how to:
Locate your practice email signature
Set practice defaults
Create an email to check the setup of your email signature.
