- Announcing a new Learn course - 'Getting Started with Automations'
- Elite Plan: Rollout and what it means for your Practice
- October 2023: What's New and Improved
- September 2023: What's New and Improved
- Announcing the End of Life for Internet Explorer 11 (Action required by 30.11.2023)
- August 2023: What's New and Improved
- Announcing the release of New Collaborate
- Announcing new integration with Content Snare
- July 2023: What's New and Improved
- FYI Help Centre Update Rollout
- Announcing new integration with Cloudoffis (Australia and New Zealand Only)
- June 2023: What's New and Improved
- Announcing new integration with My Workpapers
- Announcing a new Learn course - 'Managing Jobs and Recording Time'
- Announcing new integration with Cimplico Workpapers (Australia and New Zealand)
- May 2023: What's New and Improved
- April 2023: What's New and Improved
- FYI Microsoft Permissions Update: What is it and what it means for your practice
- March 2023: What's New and Improved
- Announcing new integration with CCH Workpapers (New Zealand)
- Announcing our new integration with Notud
- Announcing Task Templates
- February 2023: What's New and Improved
- January 2023: What's New and Improved
- December 2022: What's New and Improved
- Announcing 'Prework', get hands-on before going live!
- November 2022: What's New and Improved
- October 2022: What's New and Improved
- New Lists: Rollout and What It Means for Your Practice
- Announcing our new ‘kanban’ style Tasks Board
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.
custom
/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