Getting Started
Start a free trial, navigate FYI, learn the essentials.
Welcome
Starting your 30-Day Free Trial
Before You Begin
Learning the Essentials
Beginner Tutorials
Ways to Engage with FYI
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
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