Importing Documents to FYI
You can upload documents directly into FYI by using the drag and drop or import documents features.
Note: If you wish to upload your entire historical document store, then please refer to our Migrating your Documents article.
Watch this tutorial to learn how to Import documents via your OneDrive FYI - My Imports folder.
For more information, refer to Using Upload to Import a File.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync