Learning Resources
Access our growing library of video tutorials, training webinars and masterclasses. Note! The images and content in our learning resources is currently being updated to reflect New Lists in FYI.
Getting Started as a New User
Getting Started as an FYI Admin
Emails
- Top Tips for Email Efficiencies
- Filing Emails from Outlook
- Filing 'Draft Filed' Emails from Your In Tray in FYI
- Filing 'Not Filed' Emails from Outlook
- Creating an Email in FYI
- Replying and Forwarding Emails from FYI
Documents
- Exploring the Document Action Toolbar
- Importing Documents to FYI
- Save Office Documents to FYI
- Opening and Editing Office Documents
- 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