- How can we change the order in which our Cabinets display?
- How can I change the order in which Categories or Category Options such as Year, display in the drawer?
- When deleting a Cabinet, why do I get a message about documents, users and clients assigned to the Cabinet?
- Is there security available to limit staff access to a specific client, other than through user groups?
- Can access to FYI be IP locked to stop documents being downloaded onto non company computers?
- Can I move a Category to a different Cabinet?
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