Introduction to FYI’s Filing Structure
Never lose a document again by leveraging the power of metadata. FYI's cabinet and category approach to document filing provide a step-change in security and flexibility, from the traditional folder model. Save yourself time by understanding this concept from the beginning of your journey with FYI.
Watch this video to learn how to file to:
Cabinets
Categories
Jobs.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Setup and configure users, practice settings, manage your FYI plan and more.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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