- "Error creating document. An error occurred when creating the document using a template" when creating an Excel file
- Why am I prompted to login with my email address and then get the error "Access denied" when opening an Excel document?
- Why is a macro-enabled Excel template not allowing AutoSave to be turned on when opened to edit in FYI?
- Why do multiple versions of the file open when I open an Excel file for edit on desktop?
- How can I update Excel spreadsheets with links and external references to other spreadsheets?
- What are changes made to a .csv file not getting saved?
- "File is corrupted" or prompt to repair file when opening an Excel spreadsheet
- Why is Excel freezing when I try to paste the link that has been copied to the clipboard using the Doc Link button 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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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