Features
Can I save new versions of a document (for example, so I can revert to or review a previous version if necessary)?
Yes, you can save new versions of documents, and they only exist as a single document in the system. You can revert to an earlier version if required.
For more information, refer to Version History and Creating a New Document Version.
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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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, Elite, New Collaborate, FYI Desktop, In Tray