The Before You Begin Guide provides instructions for new users on how to login and check that you can display the Drawer in FYI, Outlook and Office.
Click here to download the guide (or download the file from the bottom of this article).
To see the FYI Drawer in action, watch the video tutorials for:
Filing your first email from Outlook
Creating your first letter in FYI
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, merge fields, automation, primary contact, sync
