Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
Onboarding Overview
Discovery
Configuration
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
Implementors
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?