Checking the latest version of the FYI web app
Each user can check which version of the FYI web app their browser has applied by following these steps:
- From within FYI, click Settings in the top right-hand corner.
- The current version for the logged-in user is available in the bottom right corner of the drop-down.
- In the example above, the version is 5.1.20.
Refresh/reload to update the version of the FYI web app
If you need to update the version of the FYI web app, use reload/refresh. Refer to Reload/Refresh - Windows or Reload/Refresh - Mac in Additions and changes made to FYI settings, practice settings, views, templates are missing or not showing.
/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, primary client, in tray
