Custom Process Examples for Client Management
Examples that you can import or use as a basis for setting up your own Custom Processes.
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray