- What data is migrated into FYI?
- The Document Migration Process
- Using the FYI Migrate App to Sync your Data
- Document Migration for Server Connections (MYOB, Virtual Cabinet, CCH Document Centre, and Iris)
- Document Migration for Windows Explorer, HowNow or HandiSoft
- Document Migration with a Metadata File
- Post Migration Admin
- Resolving Unmatched Clients
- Unmatched Client Import
- Uninstalling the FYI Migrate App
- Updating historical Excel links to the corresponding migrated document in FYI
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