Getting Started

Welcome

• Introduction to FYI
• Platform Walk-through
• Learning to use FYI
• Data Security, Ownership, Backup and Reliability
• FAQs when Getting Started

Starting your 30-Day Free Trial

• Prerequisites for using FYI in your Practice
• Setting up your Trial Account in FYI
• FYI Welcome Screen
• Your Default Settings
• Default Automations

Before You Begin

• How to Login
• Adding the FYI Add-ins for Office and Outlook
• Displaying the Drawer in FYI, Outlook and Office
• Optimising your computer for use with FYI

Learning the Essentials

• Navigating the Main Menu
• Your Home Workspace
• Your Client Workspace
• Using the Drawer
• Filing to Cabinets and Categories
• Using the + button to Create

Beginner Tutorials

• Finding Information in FYI
• Filing your First Email From Outlook
• Creating your First Email in FYI
• Creating your First Letter in FYI
• Delegating your First Task in FYI
• Importing a Batch of Documents into FYI
• See all 7 articles

Ways to Engage with FYI

• Sending a Support Request
• Recording a Loom Video to include in a Support Request
• Displaying the FYI Service Status Dashboard
• Joining the FYI Community

Troubleshooting

• White or blank page when trying to load FYI in a browser - Chrome etc.
• General Troubleshooting - checking your Status page
• FYI Add-in for Office or Outlook not loading, failing to login or running slow - desktop computer
• FYI Add-in is not working or only shows a blank window in Outlook or Office online
• I do not see a feature, or there is a button missing on the FYI screen
• How to find emails, documents, attachments, clients or tasks that are missing or not showing
• See all 15 articles

FAQs - Getting Started

• What happens when the trial period ends?
• What FYI features are available for the plan my practice has subscribed to?
• What level of support does FYI provide?
• Why does FYI require Microsoft 365 including Office desktop apps?

FAQs - Login

• Can FYI restrict access to specific IP addresses only?
• How do I change the password used to login to FYI?
• When I login to FYI, why am I asked to login a second time?
• Why do I keep being asked to login with Multi-Factor Authentication when logging into FYI?
• How can I login to multiple FYI accounts?
• If we have two practices running independently, can some users work across both?
• See all 14 articles

FAQs - GreatSoft

• Setting up your Trial Account in FYI if you have an account with GreatSoft