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FYI
Getting Started
Getting Started
Start a free trial, navigate FYI, master the essentials.
Welcome
Welcome to FYI
Platform Overview
Data Security and Reliability
The Onboarding Process
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
See all 7 articles
Learning the Essentials
How to Login
Displaying the Drawer in FYI, Outlook and Office
Using The Drawer
Filing to Cabinets and Categories
Getting Started
Creating your First Letter in FYI
Delegating your First Task in FYI
Filing your First Email in Outlook
Importing a Batch of Documents into FYI
Working with Documents
