Getting Started

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Installation

Migration and Onboarding

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Login

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Practice-Wide Microsoft 365 Account

Access to FYI Features

Search and Retrieval

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Edit and Delete

Emails and Documents

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Preview and Full Screen View

Emails

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Email Attachments

Documents

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In Tray

FYI Drawer in Outlook

FYI Drawer in Office

Excel

Syncing

OneDrive

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Archived Clients

Office 365

Administration

Document Templates and Stationery

Email Templates and Signatures

Jobs

Virus Protection

Process Automations

Xero Practice Manager Integration

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Xero Ledger Integration

Third Party Integration

Other Integrations

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Data, Archive, Bulk Export

Security and Certification