- Microsoft 365 Integration
- Adding the FYI Add-ins to Your Practice Microsoft 365 Account
- Adding FYI Add-ins as a User from within Office and Outlook
- How to check that FYI Add-ins for Office Products have been installed
- Configuring your Outlook settings for FYI
- Configuring your OneDrive for use with FYI
- Link your Practice's OneDrive Admin Account
- Calendar Entry AutoFile
- Integration with Microsoft Teams
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