This course is designed for new users who are beginning their journey with FYI.
Learn how to use the Drawer, file to Cabinets and Categories, find information in FYI, upload and edit documents, and file emails from Outlook.
Before you begin, please make sure you can login and display the Drawer in FYI, Outlook and Office.
Refer to Preparing to Go Live.
Navigating FYI
Watch this video to learn how to login to FYI, and walk-through the main menu items – from your Home view to Clients, Documents, Jobs, Tasks, Automation and Knowledge.
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Using the FYI Drawer
Watch this video to learn how to use the Drawer for:
- Documents
- Emails
- Client Interactions
- Tasks
- Time Entries
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Filing to Cabinets and Categories
Watch this video to learn about:
- Cabinets
- Categories
- Jobs
- Tags
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Searching for Documents
Watch this video to learn how to:
- Use quick-access drop downs
- Sort and filter lists
- Use text search
- Use the Filter Drawer
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Navigating Workspaces to Locate Documents
Watch this video to learn how to:
- Search for a Client, Client Group or Job via the Global Search bar
- Navigate between Groups, Clients and Jobs
- View documents for a Group, Client or Job
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Uploading Documents to FYI
Watch this video to learn how to:
- Drag and Drop
- Upload via your OneDrive FYI – My Imports folder
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Opening and Editing Documents in FYI
Watch this video to learn how to:
- Open a document for edit in Word, Excel or PowerPoint (“check out”)
- See documents that are currently being edited
- Save your changes (“check in”)
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Filing Emails from Outlook
Watch this video to learn how to:
- Identify the filing status of an email from inside Outlook
- File emails from Outlook
- Add tasks to an email
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