Learning Resources

Getting Started as a New User

• Preparing to Go Live
• Building your Foundations

Getting Started as a FYI Admin

• Getting Started as an FYI Admin
• Managing Templates and Stationery
• Email AutoFile Best Practice

Emails

• Filing Emails from Outlook (4 mins)
• 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)

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)

See all 9 articles

Search and Retrieval

• Introduction to FYI’s Filing Structure
• Searching for Documents (3 min)
• Navigating Workspaces to Locate Documents (3 min)
• Using the Views (4 min)
• Using Mail Register Views (3 min)

Clients

• Leveraging the Client Workspace (4 min)
• Recording Client Interactions (3 min)

Tasks and Comments

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

Jobs and Time

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

Workflows

• Digital Signatures using Adobe Sign (5 min)

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)

See all 7 articles

Masterclass Recordings

• Email AutoFile Masterclass (Jun 2021)
• Enhancing your Workflow Masterclass (Jun 2020)
• Automating your Practice Masterclass (Mar 2020)
• Outbound Client Correspondence Masterclass (Jan 2020)
• Best Practice Filing Masterclass (Dec 2019)