Once your sync is complete, your documents need to be imported into FYI and filed.
- If you are part of the DIY Onboarding Beta, please book a call with your FYI Client Success Manager to complete this step.
- If your practice has chosen to proceed with Assisted Onboarding, this step will be handled by your FYI Client Success Manager.
FYI will file your documents based on agreed document mapping instructions, which you will prepare in consultation with your Client Success Manager.
On the morning of your agreed Go Live date you will find all of your documents imported into FYI.
After your historical documents have been fully migrated to FYI, you can perform a few simple admin tasks to ensure they are stored effectively and that FYI is configured to suit your practice. Refer to Post Migration Admin.