Learning Resources
Access our growing library of video tutorials, training webinars and masterclasses.
Getting Started as a New User
FYI Learn
Getting Started as a FYI Admin
Emails
Documents
- Uploading Documents to FYI (2 min)
- Opening and Editing Office Documents (3 min)
- Reading and Previewing Documents (2 min)
- Creating Office Documents From Within FYI (3 min)
- Working with PDF Documents (6 min)
- Viewing Document Activity & Version History (1 min)
Search and Retrieval
Clients
Tasks and Comments
Jobs and Time
Workflows
Automations
- 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)