Features
Introduction to FYI’s Filing Structure
Never lose a document again by leveraging the power of metadata. FYI's cabinet and category approach to document filing provide a step-change in security and flexibility, from the traditional folder model. Save yourself time by understanding this concept from the beginning of your journey with FYI.
Watch this video to learn how to file to:
Cabinets
Categories
Jobs.
Was this article helpful?
Yes
No
5 out of 5 found this helpful
Return to top
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, guides and learning paths.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Automation, FYI Desktop, Tasks