Learning Resources
Access our growing library of video tutorials, training webinars and masterclasses.
Note! Our videos and guides are colour coded, green for all users and blue for FYI admins or users with permissions for that feature.
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray