Features
An Overview to Document Management
This quick reference guide provides an overview of document management principles.
It's a handy resource to share with the team when onboarding to FYI, and explains the key differences between document management and document storage applications.
Click here to download the guide.
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, webinars and masterclasses.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
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.
Merge Fields, New Collaborate, Automation, FYI Desktop, Templates