Learning Resources

Training Presentations

• Training for New Users
• Getting Started as an FYI Admin

Module 1

• Filing Documents from FYI (7 min)
• Filing Emails from Outlook (4 mins)
• Searching for Documents (3 min)
• Reading and Previewing Documents (2 min)
• Creating Office Documents From Within FYI (3 min)
• Opening and Editing Office Documents (3 min)

Module 2

• Using the Views (4 min)
• Navigating Workspaces to Locate Documents (3 min)
• Leveraging the Client Workspace (4 min)

Module 3

• Managing your In Tray (3 mins)
• Sharing your In Tray (2 mins)
• Creating an Email from Outlook (3 min)
• Creating an Email in FYI (5 min)
• Replying and Forwarding from FYI (2 mins)

Module 4

• Uploading Documents to FYI (2 min)
• Working with PDF Documents (6 min)
• Viewing Document Activity & Version History (1 min)
• Document Action Bar and Starred Documents (6 min)
• Understanding Document Icons (4 min)
• Digital Signatures using Adobe Sign (5 min)

Module 5

• Creating Tasks (5 min)
• Displaying Task Lists (5 min)
• Managing Tasks (6 min)

Module 6

• Record Client Interactions (3 min)
• Using Mail Register Views (3 min)
• Knowledge Cabinets (2 min)

Module 7

• Job Based Filing (2 min)
• Recording Time (3 min)
• Tracking WIP using the Job Board (4 min)

Automations for Admins

• Getting Started with Automations
• Creating and Editing Custom Processes (8 min)
• Running & Testing Custom Processes (3 min)
• Creating a Job-driven Custom Process (8 min)
• Creating a Document-driven Custom Process (4 min)
• Creating a Bulk Email Custom Process (3 min)

See all 7 articles

Masterclass Recordings

• Best Practice Filing (Masterclass)
• Optimising your Stationery and Templates (Masterclass)
• Deep-Dive into Email AutoFile (Masterclass)
• Enhancing your Workflows (Masterclass)
• Outbound Client Correspondence (Masterclass)
• Automating your Practice (Masterclass)