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  1. FYI
  2. Onboarding

Onboarding

Follow our process to configure FYI, migrate your documents and onboard your team.

Getting Started

  • Our Guide to Implementing FYI
  • Onboarding Wizard
  • Your Onboarding Questions Answered
  • Appointing FYI Champions
  • Inviting New Users to Start Using FYI
  • Planning your Go Live Day

Discovery

  • Booking your Discovery Meeting
  • Preparing for your Discovery Meeting

Migration

  • Migrating your Documents
  • What data is migrated into FYI?
  • Using the FYI Migrate App to Sync your Data
  • Document Migration for MYOB or Virtual Cabinet
  • Document Migration for Windows Explorer, HowNow or HandiSoft
  • Post Migration Admin
See all 10 articles

Configuration

  • Setting up your Cabinets and Categories
  • Completing your Initial Setup of FYI
  • Setting up your Practice Letterhead and Email Signature
  • Applying your Filing Defaults
  • Checking your Practice Admin Settings
  • Configuring FYI to suit your Practice

Training

  • Training Your Team
  • FYI Learn
  • Prework for New Users

Implementors

  • Getting Started as an Implementor
  • Implementors: Live Import
  • Implementors: Live Import FAQs
  • Implementors: Administering Live Import
  • Implementors: Migration Audit Report
  • Implementors: Refile Documents
See all 7 articles

FAQs - Onboarding

  • FYI Migrate FAQs
  • FYI Migrate Errors
  • Can we import our existing documents to FYI?
  • Can I import historical emails from Outlook into FYI?
  • Why can I not find migrated documents?
  • How do I resolve clients that don't match to FYI on import?
See all 11 articles

FAQs - Migrating from MYOB

  • How do I migrate data from a practice that is splitting from one MYOB file into two FYI accounts?
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