Features
Sharing Documents No Email
Plan Availability:
Starter
Intermediate
Pro
Elite
The 'No Email' option when sharing documents via Collaborate allows you to send documents directly to your client's collaborate site.
Watch this tutorial to learn how to:
- Share documents via Collaborate without sending an email
- Display the documents in your client's collaborate site.
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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, guides and learning paths.
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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.
Automation Library, New Collaborate, Tasks, Templates, FYI Desktop