Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
Onboarding Overview
See all 8 articlesDiscovery
Configuration
- Default Configurations
- Setting up your Cabinets and Categories
- Setting up User Groups
- Setting up Active Users
- Setting up your FYI Account
- Setting up your Practice Letterhead
Migration
- Using the FYI Migrate App to Sync your Data
- Document Migration for MYOB or Virtual Cabinet
- Document Migration for Windows Explorer
- Document Migration for HowNow or Handisoft
- Importing and Filing your Data in FYI
- Migrate Errors & FAQs
Implementors
- Getting Started as an Implementor
- Implementors: Running a Bulk Import
- Implementors: Import to FYI after Migrating documents from MYOB or Virtual Cabinet
- Implementors: Import to FYI after Migrating documents from Windows Explorer
- Implementors: Import to FYI after Migrating documents from HowNow or Handisoft
- Implementors: Import File Times