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FYI
Onboarding
Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
Onboarding Overview
Onboarding Wizard
Discovery
Configuration
Migration
Training
Your Onboarding Questions Answered
See all 8 articles
Discovery
Preparing for your Discovery Meeting
What data is migrated into FYI?
Converting your folder structure to FYI's Filing System
Planning your Go Live Day
Configuration
Setting up your Cabinets and Categories
Setting up User Groups
Setting up Active Users
Setting up your FYI Account
Setting up your Practice Letterhead
Setting up your Email Signature
See all 8 articles
Migration
Using the FYI Migrate App to Sync your Data
Document Migration for MYOB or Virtual Cabinet
Document Migration for Windows Explorer
Importing and Filing your Data in FYI
Post Migration Admin
Resolving Unmatched Clients
Training
Learning the Basics
Go Live Training
Training for New Users
Training for New Administrators
Example Training Plan
