The FYI Help Centre provides a range of articles, video tutorials, pre-recorded training sessions and masterclasses for new Users.
Getting Started as a New User
Completing these few simple tasks will ensure each new user is set up correctly and ready to start using FYI
- Login to FYI for the first time
- Display the Drawer in FYI
- Display the Drawer in Outlook
- Display the Drawer in Office.
Refer to Getting Started as a New User
Learning the Essentials
This course is designed for new users who are beginning their journey with FYI and includes a series of tutorial videos on the following topics:
- Navigating FYI
- Your Client Workspace
- Using the FYI Drawer
- Filing to Cabinets and Categories
- Using the + Button to Create.
Refer to Learning the Essentials
Building your Foundations
- Locating Documents
- Uploading Documents I
- Creating and Editing Documents in FYI
- Filing Emails from Outlook
- Navigating My Settings
Refer to Building your Foundations
Additional Learning Resources
For users who prefer to jump in and learn on the fly, we have prepared a series of self-guided video tutorials. Each video is focused on a specific concept, function or feature of FYI and limited in length (2-7 minutes each).
View these on an ad-hoc basis to accelerate your learning or identify and distribute those that are key to your practice workflows.
Refer to the section Learning Resources