Building your Foundations
The video tutorials will provide new users with the foundations of working with FYI on a day-to-day basis.
Refer to Learn to access the interactive online course in FYI.
Learn how to locate documents in FYI, upload and save documents, create and edit documents and file emails from Outlook.
Before you begin, please make sure you can log in and display the Drawer in FYI, Outlook and Office. Refer to Before you Begin
Locating Documents
Watch this video to learn how to:
- Use the quick-access drop-downs
- Search for a Client using the Group Client Job search
- Navigate between Clients and Client Groups
- View documents for a Group, Client or Job
- Add columns, sort and filter lists
- Use the text search
|
|
Uploading Documents
Watch this video to learn how to:
- Drag and drop documents
- Import documents via your OneDrive FYI - My Imports folder
- Upload non-client documents
- Save office documents to FYI.
|
|
Creating Documents
Watch this video to learn how to:
- Create a document from within FYI
- Apply stationery and a template to a document
- Check in documents to save your changes
- Use preview to review your changes
- Review the document in the Documents list.
|
|
Filing Emails from Outlook
Watch this video to learn how to:
- Access the FYI drawer from within Outlook
- Identify the filing status of emails in Outlook
- Action emails from your In Tray in FYI
- File emails from Outlook
- Add comments and tasks to an email.
|
|
Navigating My Settings
Watch this video to learn how to:
- Set Office and Outlook defaults
- Specify auto-file preferences
- Attach a digital signature
- Share your In Tray with other users
- Complete a health check of your individual setup.
|
|
/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, merge fields, automation, primary contact, sync