Features
Removing Access to Shared Folders
You can remove access to the Share Folder and Upload Folder and to all documents that were shared with users via Collaborate.
Watch this tutorial to learn how to:
- Remove access to the shared folders for a specific user
- Remove access to the shared folders for all users.
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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.
New Collaborate, Automation, Templates, Tasks, Elite