- Why are my documents going to my Downloads folder instead of opening in Office?
- Why can I not Edit or Delete an email or document?
- Is there a way I can do a bulk delete of emails and documents?
- How do I recover a deleted document/email?
- Can I prevent users from deleting emails and documents?
- Why do I get the message "This file is locked by OneDrive. Your document might be open, or OneDrive is taking a long time to sync" when clicking I am finished editing?
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, primary client, in tray