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FYI
Jobs and Time
Jobs and Setting Up Jobs in FYI
Jobs and Setting Up Jobs in FYI
Jobs Overview
Best Practice for Standard Jobs and Workflow Jobs
Enabling Jobs and Setting the Default Job for a Client
Job States
Best Practice for Updating Job States
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Events
We host a range of product demos, training webinars, workshops and more. There's something for everyone.
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Check for updates on the FYI Platform
What's New
Round-up of new features, fixes, and other important announcements.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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