Getting Started

Welcome

• Welcome to FYI
• Platform Overview
• Data Security, Ownership, Backup 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

Before You Begin

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

Navigating FYI

• Home
• Clients
• Documents
• Jobs
• Tasks
• Automation

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Learning the Essentials

• Using the Drawer
• Filing to Cabinets and Categories
• Finding Information in FYI
• Using the + button to Create
• Navigating the Client Workspace
• Initial Automations and Settings

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

• Reloading/Refreshing to ensure you have the latest version of FYI, settings, views and templates
• General Troubleshooting - checking your Status page
• I'm working from home and have a problem logging in, accessing documents or working with documents
• FYI Add-in for Office or Outlook not loading or failing to login
• Alternate Xero login for FYI
• How to find emails, documents, attachments or clients that are missing or not showing

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