Features
Sharing Documents with Clients
Sharing documents with clients via Collaborate allows you to send documents as links, rather than attaching documents to an email.
Watch this tutorial to learn how to:
- Share documents with your client via Collaborate
- Display documents currently shared with a client
- View the experience from your client's perspective.
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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, Elite, In Tray, FYI Desktop