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FYI
Onboarding
Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
Onboarding Overview
The Onboarding Process
Onboarding Wizard
Discovery
Configuration
Migration
Training
See all 9 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
Default Configurations
Setting up your Cabinets and Categories
Setting up User Groups
Setting up Active Users
Default User Settings
Setting up your FYI Account
See all 10 articles
Migration
Using the FYI Migrate App to Sync your Data
Document Migration for MYOB or Virtual Cabinet
Document Migration for Windows Explorer, HowNow or Handisoft
FYI Migrate Errors and FAQs
Post Migration Admin
Resolving Unmatched Clients
Implementors
Getting Started as an Implementor
Implementors: Live Import
Implementors: Live Import FAQs
Implementors: Refile Documents (Refile Advanced)
