Plan Availability:
Starter
Intermediate
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Elite
This Quick Reference Guide provides instructions for new users using Collaborate to share documents and folders with your clients using a dedicated client portal.
Click here to download the guide.
/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
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
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
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, FYI Desktop