The FYI Help Centre provides a range of articles, video tutorials, pre-recorded training sessions and masterclasses for new Users and FYI Administrators. Refer to the articles in Training and Learning Resources.
Resources for New Users
To familiarise yourself with the platform and learn how to complete a few basic tasks, we recommend the following resources:
Key Concepts for New Users (Training Video)
This 60-minute training session is designed for new users who are beginning their journey with FYI.
We recommend starting your in-house training with this session. Refer to Training for New Users.
Learning the Basics
For additional information on the concepts introduced in the training video above, you may like to refer to the following resources:
- Navigating FYI Tutorial (15 mins) - Navigating the FYI Dashboard, Clients, Jobs, Tasks, Automations and Knowledge.
- Tutorial for Beginners (5 mins) - Learn how to create and edit a letter, add a task and file your first email in FYI.
- Mastering the Essentials (PDF Guide) - If you’ve signed up for a 30-Day Free Trial and are wondering where to start, this guide covers five cool features to explore.
Refer to Learning the Basics.
Resources for Administrators
These resources are useful for new Administrators and anyone you choose to appoint as an “FYI Champion” so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team. Refer to Appointing FYI Champions
Getting Started as an FYI Admin (Training Video)
In this 40-minute training video, you will learn about:
- Practice Settings
- User Settings
- Client Settings
- Client Admin Functions
Refer to Training for New Administrators.
We also run regular masterclasses that are free to attend. They are a great way to keep FYI Admins and Champions up to date with new features and ensure your practice is getting optimal use from the FYI platform.
Masterclasses are recorded and shared in the resource library so that you can access them at any time.
For new admins, we recommend the following masterclasses:
- Best Practice Filing
- Optimising Stationery and Templates
Refer to Resources for Admins.