It's super easy to achieve maximum efficiency with FYI's productivity tools, designed to make your whole practice more responsive and to work more effectively as a team.
This 45-minute webinar covers how you can use FYI's productivity tools to give you maximum efficiency by speeding up document approvals, managing tasks with ease and streamlining internal collaboration.
Topics include:
- Productivity tool fundamentals - see the productivity tools in action
- Configuring productivity tools for your practice - learn our best practice recommendations
- Optimising Knowledge for your practice - streamlined client communication and centralised resources for the team
- Action plans and key takeaways - to help you put this into action
Click below to play a full recording of the webinar (45 minutes)
Your Action Plan
Below are action plans to help you get the most out of FYI's productivity tools.
Step 1 - Review & configure your Workflow permissions.
Refer to Setting up Workflow for Emails and Documents for FYI Admins
Step 2 - Review and set up Task Categories and Custom Views.
Refer to Using Categories & Custom Views to Manage Tasks
Step 3 - Review set up Templates
Refer to Creating Templates for Documents & Creating and Maintaining Task Templates
Step 1 - Use Tasks & Comments to collaborate internally.
Refer to Best Practice Guide for Tasks and Comments & Using Tasks & Comments to Manage your Work
Step 2 - Create documents from Templates in FYI.
Refer to Using Templates to Create Documents #lightspeed
Step 3 - Use Workflow for digital document approval.
Refer to Best Practice Guide for Document Approvals & Using Workflow to Approve Documents or Emails
Don't forget to review your add-in's, we strongly recommend enabling the FYI Desktop App and Browser Extension.
Our team are here to help you get more out of FYI. Refer to Consulting Services
Useful Links and Resources
- Including Merge Fields in Word Templates and Stationery
- Including Merge Names in Excel Templates
- Best Practice for Digital Signing
- Overdue Task Reminder and Pending Approval Notification ready to import into your FYI platform
- Working with Documents | Showcase (July 2023)
- Getting the Most out of Jobs (September 2023)
- Learn - Learning the Essentials
- Learn - Accelerating your Workflow
- Learn - Managing Templates and Stationery