Learning Resources
Access our growing library of masterclasses, training webinars and tutorials.
Learning the Basics
Resources for Admins
- Getting Started as an FYI Admin (Training Video)
- Best Practice Filing (Masterclass)
- Optimising your Stationery and Templates (Masterclass)
- Deep-Dive into Email AutoFile (Masterclass)
- Enhancing your Workflows (Masterclass)
- Outbound Client Correspondence (Masterclass)
Search and Retrieval
Email Management
- Filing Emails from Outlook (4 mins)
- Creating an Email from Outlook (3 min)
- Creating an Email in FYI (5 min)
- Reply, Reply All and Forward in FYI (2 mins)
- Managing your In Tray (3 mins)
- Sharing your In Tray (2 mins)
Task Management
Document Automation
- Getting Started with Document Management
- Uploading Documents to FYI (2 min)
- Reading and Previewing Documents (2 min)
- Creating Office Documents From Within FYI (3 min)
- Opening, Editing and Finish Editing for Office Documents (3 min)
- Document Action Bar and Starred Documents (6 min)