Collaborate with Clients

Learning Pathway Tile - Collaborate - Std.png

Learn how you can Collaborate seamlessly with your clients using FYI's Collaborate feature. This Learning Path has been designed to introduce you to FYI's Collaborate feature and demonstrate how to share documents securely with your clients.

Allow 60+ minutes.

 

Learning Pathway Tiles (1920 x 540 px) (1).png

Learning Pathway Headers (3).png

2815_Using_Collaborate_QRG_Cover.gif

Click here to download the guide.

 

Learning Pathway Headers (11).png

Collaborating with Client Learn Course Tile (1).png

Learn how to share documents and folders and collaborate from a dedicated client portal.

Click here to go to the Learn Course.

 
   

Learning Pathway Headers (12).png

 
Was this article helpful?
0 out of 0 found this helpful

Stay Up-To-Date

  • Events

    We host a range of product demos, training webinars, workshops and more.

  • Service Status

    Check for updates on the FYI Platform

  • What's New

    Round-up of new features, fixes, and other important announcements.