The following resources are useful for new Administrators and anyone you choose to appoint as an “FYI Champion” so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team.
Refer to Appointing FYI Champions
Getting Started as an FYI Admin
In this 40-minute training video, you will learn about:
- Practice Settings
- User Settings
- Client Settings
- Client Admin Functions
Refer to Getting Started as an FYI Admin
Administering Templates and Stationery
This series of video tutorials is designed for FYI admins and users in a User Group that has Administer Templates enabled.
- Managing Templates and Stationery
- Creating Email Signatures
- Creating Email Templates
- Creating Stationery
- Creating Document Templates
We also run regular masterclasses that are free to attend. They are a great way to keep FYI Admins and Champions up to date with new features and ensure your practice is getting optimal use from the FYI platform.
Masterclasses are recorded and shared in the resource library so that you can access them at any time.
For new admins, we recommend the following masterclasses:
Refer to the section Masterclass Recordings