Getting Started
Everything you need to know when onboarding, including Getting Started Guides you can download and Video Tutorials
Getting Started Guides
- Welcome to FYI
- How to Login
- Key Concepts for New Users
- Tutorial for Beginners
- Mastering the Essentials
- Getting Started with Email Management
Onboarding
- Starting your 30-Day Free Trial
- Assisted Onboarding
- Discovery
- Appointing FYI Champions
- Migrating Historical Documents
- Configuring FYI for Your Practice
Key Concepts
See all 9 articlesVideo Tutorials
- Introduction to FYI Tutorial (15 mins)
- Tutorial for Beginners (5 Minutes)
- Getting Started with Email Tutorial (10 mins)
- Getting Started with Tasks Tutorial (5 min)
- Creating Documents and Client Interactions Tutorial (15 mins)
- Managing Documents Like a Pro Tutorial (20 mins)