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
- 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
Ways to Engage with FYI
Troubleshooting
- 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 in Outlook or Office online. Browser settings are blocking third-party cookies
- I do not see a feature, or there is a button is missing on the FYI screen
- How to find emails, documents, attachments, clients or tasks that are missing or not showing
- Additions and changes made to FYI settings, practice settings, views, templates are missing or not showing
FAQs - Getting Started
FAQs - Login
- 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?
- Why does my login to Microsoft 365 expire and I have to sign in again?