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  1. FYI
  2. Getting Started

Getting Started

Start a free trial, navigate FYI, learn the essentials.

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
See all 8 articles

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
See all 7 articles
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