Getting Started

Welcome

• Welcome to FYI
• Platform Overview
• Data Security and Reliability
• FAQ's when Getting Started

Starting your 30-Day Free Trial

• How to Start your Free Trial
• Generating an API key from Xero Practice Manager
• Setting up your Trial Account in FYI
• Adding the FYI Apps for Office and Outlook
• Optimising a computer for use with FYI

Navigating FYI

• Dashboard
• Clients
• Documents
• Jobs
• Tasks
• Automation

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Learning the Essentials

• How to Login
• Displaying the Drawer in FYI, Outlook and Office
• Using the Drawer
• Filing to Cabinets and Categories
• Finding Information in FYI
• Using +New to Create

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Beginner Tutorials

• Filing your First Email in Outlook
• Creating your First Letter in FYI
• Delegating your First Task in FYI
• Importing a Batch of Documents into FYI

Troubleshooting

• General Troubleshooting
• FYI Add-in for Office or Outlook not loading or failing to login
• Alternate Xero login for FYI
• How can I find emails, documents, attachments or clients that are missing or not showing?