Learning Resources
Access our growing library of video tutorials, training webinars and masterclasses.
Getting Started as a New User
Getting Started as an FYI Admin
Emails
Documents
- Exploring the Document Action Toolbar
- Uploading Documents to FYI
- Opening and Editing Office Documents
- Reading and Previewing Documents (2 min)
- Creating Office Documents From Within FYI
- Editing PDF Documents Using FYI Desktop App
Search and Retrieval
Clients
Tasks and Comments
Jobs and Time
Workflows
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
Automations
- Getting Started with Automations
- Creating and Editing Custom Processes (8 min)
- Running and 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)