Features
Secure document sharing with clients and contacts at #lightspeed
These short animations demonstrate the best way to securely share documents with your clients and contacts in any given circumstance.
Share multiple documents with continued access
Watch this animation to learn how to seamlessly share documents with contacts that require continued access to all documents via one secure link.
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Share specific documents
Watch this animation to learn how to securely share specific documents securely with direct access for contacts.
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Share multiple documents, with single or no notifications
Watch this animation to learn how to securely share multiple documents without multiple notifications and links being sent to your client or contacts.
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Re-share Collaborate links
Watch this animation to learn how you can quickly re-share collaborate site links with clients and contacts.
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/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
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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.
New Collaborate, Automation, Templates, Tasks, Elite