Features
Is it possible to migrate documents in Dropbox to FYI?
Yes. With the assistance of our client success team it is possible to migrate your existing Dropbox documents to FYI.
To find out more information, refer to the articles in the section Onboarding.
To arrange a call with our client success team, book a Discovery call.
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01HZEE3H9ZBCSG0MXQA93Q81XS
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01HZEE3HQM90BN9GA7TV51B618
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01HZEE3J6ZV370P63N1KBS4EKA
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01HZEE3JR3YR7K05FC4VF5F54B
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01HZEE3K7R5FX3XXZ3CN9PRJM4
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, FYI as Primary, Workflow Jobs, Automation, Elite