Building your Foundations

Plan: Available: All plans

Users: Available: All users

Practice Management Source: Available: All sources

The video tutorials will provide new users with the foundations of working with FYI on a day-to-day basis.

Refer to Learn to access the interactive online course in FYI.

Learn how to locate documents in FYI, upload and save documents, create and edit documents and file emails from Outlook.

Before getting started, ensure you can log in and display the Drawer in FYI, Outlook and Office. Refer to Before you Begin.

Uploading Documents Watch this video to learn how to: Drag and drop documents Import documents via your OneDrive FYI - My Imports folder Upload non-client documents Save office documents to FYI.
Creating Documents Watch this video to learn how to: Create a document from within FYI Apply stationery and a template to a document Finish editing documents to save your changes Use preview to review your changes Review the document in the Documents list.
Filing Emails from Outlook Watch this video to learn how to: Access the FYI drawer from within Outlook Identify the filing status of emails in Outlook Action emails from your In Tray in FYI File emails from Outlook Add comments and tasks to an email.
Navigating My Settings Watch this video to learn how to: Set Office and Outlook defaults Specify auto-file preferences Attach a digital signature Share your In Tray with other users Complete a health check of your individual setup.

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