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FYI
Legacy Collaborate
Sharing Documents via Collaborate
Sharing Documents via Collaborate
Introducing Collaborate to your Clients and Sample Email for Practices
Sharing Documents via Collaborate
How the Client accesses the Shared Document
Removing Access to Shared Documents
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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
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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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