The Learning Centre provides a range of resources to help you get started with FYI.
To familiarise yourself with the platform and learn how to complete a few basic tasks, we recommend the following:
Navigating FYI for the First Time
Check out these articles to learn how to log-in, start navigating FYI, access the FYI Drawer from different locations and file to Cabinets and Categories.
Refer to Navigating FYI for the First Time
Key Concepts for New Users
Access an introductory Tutorial (15 mins), PDF Guide and pre-recorded training session (60 minutes) covering the following:
1. Navigating FYI for the first time
- FYI’s approach to filing
- The FYI Drawer
- FYI Workspaces
2. Tutorial for beginners
Refer to Key Concepts for New Users
Tutorial for Beginners
Learn how to create and edit a letter, add a task and file your first email in FYI.
Refer to the Tutorial for Beginners where you will find a quick 5-minute tutorial and PDF guide with everything first-timers need to complete these basic tasks.
Mastering the Essentials
If you’ve signed up for a 30-Day Free Trial and wondering where to start, here are five cool features to explore:
- Introduction AutoFile for Outlook
- Delegating Tasks
- Importing batches of documents
- Working with documents
- Auto-filing tax returns