Learning Resources
Access our growing library of video tutorials, training webinars and masterclasses. Note! Our videos are guides are colour coded, green for all users and blue for FYI admins or users with permissions for that feature.
Getting Started as a New User
Getting Started as an FYI Admin
Emails
- Top Tips for Managing Emails
- Managing Emails #lightspeed with FYI
- Creating Emails #lightspeed with FYI
- Using Templates to Create Emails
- Creating Templates for Emails at #lightspeed
- Filing Emails
Documents
- Exploring the Document Action Toolbar
- Best Practice for Working with Documents
- Working with Documents at #lightspeed
- Using Templates to Create Documents
- Top Tips for Document Efficiencies
- Creating Templates for Documents at #lightspeed
Search and Retrieval
Clients
Tasks and Comments
Jobs and Time
Workflows
- Best Practice Guide for Document Approvals
- Setting up Workflow for Emails and Documents for FYI Admins
- Using Workflow to Approve Documents
- Inserting your Signature into a Document
- Using Workflow to Approve Emails
- Best Practice for Digital Signing
Collaborate
- Setting up Collaborate for FYI Admins
- Sharing Documents with Clients
- Sharing Folders with Clients
- Working with the Upload Folder
- Removing Access to Shared Documents
- Removing Access to Shared Folders