Features
Creating Templates for Documents at #lightspeed
All users
User Group Permissions
FYI Admins
Give your team next level efficiency to create documents #lightspeed using Templates. Designed to save time and ensure consistent, high quality client communication across your practice.
Watch this trailer to learn how to create document templates within FYI.
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Getting Started
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Configure FYI, migrate documents and onboard your team.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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