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FYI
Learning Resources
Learning Resources
Access our growing library of masterclasses, training webinars and tutorials.
Getting Started
Navigating FYI
Key Concepts for New Users
Tutorial for Beginners
Mastering the Essentials
Resources for Admins
Getting Started as an FYI Admin
Best Practice Filing
Optimising your stationery and templates
Email Management
Getting Started with Email Tutorial (10 mins)
Getting Started with Email Management
Deep-Dive into Email AutoFile
Outbound Client Correspondence
Task Management
Getting Started with Tasks Tutorial (5 min)
Getting Started with Tasks
Document Management
Getting Started with Document Management
Creating Documents and Client Interactions
Managing Documents Like a Pro
Automation
Getting Started with Automation Tutorial (8 mins)
Getting Started with Automations
Automating your Practice
Partner Webinars
Moving to the cloud with Xero and FYI
New Zealand Platform Deep-Dive
