Getting Started as an FYI Admin

Plan: Available: All plans 

Users: Not Available: All users, User Group Permissions Available: FYI Admins

Practice Management Source: Available: All sources

This training has been designed for FYI Admins who are configuring FYI for their practice. 

You may also like to share with your FYI Champions so that they can assist you with the implementation, onboarding and ongoing usage of FYI across your team.

Refer to Appointing FYI Champions.

It is important that FYI Admins and Champions complete the Getting Started as an FYI Admin course in Learn. This will ensure your practice is configured correctly and you have ample time to consider how your team will use FYI before they get underway! 

Refer to FYI Learn to access the interactive online course.

The OnDemand training videos will assist FYI Admins learning how to set up FYI to suit your practice.

Creating Cabinets and Categories

Watch this video to learn how to:

  • Create and maintain cabinets
  • Configure the filing structure of a cabinet
  • Add categories to a cabinet
  • Maintain categories.

Creating Knowledge Cabinets

Watch this video to learn how to:

  • Create and maintain knowledge cabinets
  • Configure the filing structure of a knowledge cabinet
  • Add categories to a knowledge cabinet
  • Create and maintain categories.

Setting up User Groups

Watch this video to learn how to:

  • Display default user groups
  • Maintain user groups
  • Create cabinet and permission groups.

Maintaining Users

Watch this video to learn how to:

  • Update user profiles
  • Confirm active users
  • Assign cabinet and permission groups
  • Create new users.

Applying Your Filing Defaults

Watch this video to learn:

  • The order in which filing defaults apply
  • How to set up filing defaults.

Checking Your Practice Letterhead

Watch this video to learn how to:

  • Locate your practice letterhead
  • Set practice defaults
  • Create a document to check the setup of your stationery.

Checking Your Email Signature

Watch this video to learn how to:

  • Locate your practice email signature
  • Set practice defaults
  • Create an email to check the setup of your email signature.
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