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.
Click here to download the guide.
Learn how to share documents and folders and collaborate from a dedicated client portal.
Click here to go to the Learn Course.
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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
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Learning Resources
Access our library of video tutorials, webinars and masterclasses.
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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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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, Automation, FYI Desktop, Templates