Features
Best Practice Guide for Document Approvals
The Best Practice Guide provides top tips for how to make your document approvals easy.
Use Workflow to digitalise your approval process and easily track the progress within FYI.
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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/hc/en-us/categories/360002374291
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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, Automation, New Collaborate, FYI Desktop, Tasks