Checking your Practice Admin Settings
There are platform-wide settings that need to be configured for all users, to ensure they suit the requirements of your practice.
We recommend reviewing and configuring these settings in Settings > Practice Settings. You will be able to configure the settings based on your practice requirements, including:
- Setting practice defaults for the way users open Outlook and Office – using either the Online or Desktop version of OneDrive
- Reviewing and updating the Task Due Days - to set the default for the due date when tasks are created.
To begin managing your settings, refer to the following sections:
Every new FYI user can set up personal defaults to reflect their preferences.
Users can access and review their login settings from Settings > My Settings. Refer to Individual Settings and Status.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray