- Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation
- Navigating between Groups, Clients and Jobs
- Adding/Removing/Moving Columns in a List
- Emails Sent, Received and Draft and Mail Register Views
- Saving Changes to the View Layout, Modifying and Deleting Views
- Sticky Views
- Changing the order of Workspace Tabs
- Copying a Link to a View
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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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.
new collaborate, automation, merge fields, in tray, sync