Features
After Upgrading to New Collaborate from Legacy Collaborate using OneDrive
Plan Availability:
Starter
Intermediate
Pro
Elite
Support has now ended for Legacy Collaborate.
To upgrade to New Collaborate, refer to Upgrading to New Collaborate.
Once you have upgraded to New Collaborate, we recommend completing the following steps to resume sharing documents with your clients.
Note: This step is only required if you don't have a OneDrive Admin User already configured.
/hc/en-us/categories/360001063892-Getting-Started
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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, guides and learning paths.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate documents and onboard your team.
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/hc/en-us/categories/360000958432
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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, Tasks