Set up and configure FYI.

User Setup

Practice Setup

Setting up your FYI Account

Practice Settings General

Practice Settings Documents

Practice Settings Jobs

Refiling Documents and Export

AutoFile, Client and Practice Filing Defaults

Practice Maintenance

Practice Activity

Practice Mergers and Splits


FAQs - Practice Setup

FAQs - Users

FAQs - FYI Desktop App

FAQs - Mergers, Splits and Franchises

FAQs - Domains and Tenants

FAQs - Data, Archive, Bulk Export

FAQs - Security and Certification