Onboarding

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

• Live Training
• Learning Resources for New Users
• Learning Resources for Administrators

Implementors

• Getting Started as an Implementor
• Implementors: Live Import
• Implementors: Live Import FAQs
• Implementors: Administering Live Import
• Implementors: Migration Audit Report
• Implementors: Refile Documents (Refile Advanced)

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?

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FAQs - Migrating from MYOB

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