First 30 Days with FYI

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Start your FYI journey with this Learning Path, designed for users in their first month, focusing on core features and fundamentals.

Covering:

  • Search & Filtering
  • Document Management
  • Email Management
  • Tasks & Comments
  • Digital Signing

Allow 60+ minutes.

  

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Click here to download the guide.

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Click here to download the guide.

  
 

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Click here to download the guide.

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Click here to download the guide.

  

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Learn how to navigate FYI, file to cabinets and categories, and explore your client's workspace.

Click here to go to the Learn Course.

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Learn how to upload documents to FYI, create and edit documents, and file emails from Outlook.

Click here to go to the Learn Course.

  

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Click here to download the guide.

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Click here to download the guide.

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Click here to download the guide.

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Click here to explore the Document Toolbar.

    

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Click here to download the guide.

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Click here to download the guide.

  

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Click here to learn more and join our monthly Training and Live Q&A sessions.

    

 

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