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  1. FYI
  2. Onboarding

Onboarding

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

Onboarding Overview

  • The Onboarding Process
  • Onboarding Wizard
  • Your Onboarding Questions Answered
  • Appointing FYI Champions
  • Inviting New Users to Start Using FYI
  • Training

Discovery

  • Booking your Discovery Meeting
  • 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

  • Configuring FYI to suit your Practice
  • Setting up your Cabinets and Categories
  • Setting up User Groups
  • Setting up Active Users
  • Setting up Stationery and Templates
  • Checking your Practice Settings, User Settings and Process Automations

Migration

  • Migrating your Documents
  • 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
  • Resolving Unmatched Clients
See all 7 articles

Implementors

  • Getting Started as an Implementor
  • Implementors: Live Import
  • Implementors: Live Import FAQs
  • Implementors: Refile Documents (Refile Advanced)
  • Refiling your Data in FYI

FAQs

  • FYI Migrate Errors and FAQs
  • Can we import our existing documents to FYI?
  • Can I import historical emails from Outlook into FYI?
  • How do I resolve clients that don't match to FYI on import?
  • Can I setup FYI with only Xero Tax, or do I need Xero Practice Manager?
  • How do I move from an email such as Gmail to Outlook?
See all 8 articles
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