1. FYI
  2. Learning Resources
  3. Getting Started as a New User

Features

Learning the Essentials

The video tutorials will assist new users who are beginning their journey with FYI.

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

Learn how to navigate FYI, file and locate documents and explore your client’s workspace.  

Before you begin, please make sure you can login and display the Drawer in FYI, Outlook and Office.   

Refer to Before you Begin

 

Navigating FYI

Watch this video to learn how to:

  • Login to FYI
  • Explore the main items – Home, Clients, Documents, Jobs, Tasks, Automation and Knowledge.

 

 

Your Client Workspace

Learn more about FYI's client workspace and view an up-to-date summary of your client's affairs.

Watch this video to learn about some of the key pages in your client workspace.

 

Using the FYI Drawer

Watch this video to learn how to use the Drawer for:

  • Documents
  • Emails
  • Client Interactions
  • Tasks
  • Time Entries.

 

Filing to Cabinets and Categories

Watch this video to learn how to file to:

  • Cabinets
  • Categories
  • Jobs.

 

 

Locating Documents

Watch this video to learn how to:

  • Use the quick-access drop-downs
  • Search for a Client using the Group Client Job search
  • Navigate between Clients and Client Groups
  • View documents for a Group, Client or Job
  • Add columns, sort and filter lists
  • Use the text search.

 

Using the + Button to Create

Watch this video to learn more about using the
+ Create New button in FYI.

 

 

 

To learn more about working with emails and documents refer to Building Your Foundations video tutorials.

 



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