Find information even faster with custom views and sticky views
Our new custom views allow FYI Admins to save any preferred layout as a list, and then make it available for all users across the practice.
- Manipulate lists of documents, tasks and jobs
- Save any search criteria as well as column order and filters
- Activate sticky views to ensure that list views selected by users are applied by default across all lists in the session
- Makes accessing information even faster
Want to get started?
Refer to the section Using the Views to learn how to use the views.
/hc/en-us/categories/360001063892-Getting-Started
//theme.zdassets.com/theme_assets/2401539/a9234180aac601cf0b186fb039c5c05407f864fc.png
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
//theme.zdassets.com/theme_assets/2401539/2aadf6455c3c2239e1b71c47532439f6aed423a8.png
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
//theme.zdassets.com/theme_assets/2401539/a71d7ea42632aa5a85a8b72b084dc8e71fb9dad4.png
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
//theme.zdassets.com/theme_assets/2401539/7b7e52db42e52c3f1b127ca72186b12304470f21.png
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
//theme.zdassets.com/theme_assets/2401539/439b45fefbcce018396fd34cfd282b8b97529df0.png
Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray
