Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Onboarding is an important part of your Client’s initial experience with your practice. This Custom Process has been designed to streamline your client onboarding.
This custom automation has been created by the FYI team, ready to be imported to use in your practice.
For Practices on the Pro plan, be sure to use the Pro version of this automation. For Practices on the Elite plan or who have FYI as Primary enabled, be sure to use the Elite version of this automation to automate the client creation steps.
What's Included
This process will be set to when the New client information request form is submitted.
When importing this automation the following items are included:
Custom Fields
The following Custom Fields and their associated details are used for these processes:
| Name | Type | Applies To |
| Opt In | Drop-down | Client |
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Forms - Submitted | Document View | Type = Form Workflow = Submitted |
| Primary Clients | Client View | Primary Client = Yes |
Templates
The following Templates and their associated details are used for these processes:
| Name | Type |
| FYI: New Client Information Request | Form |
| FYI: Ethical Letter to Previous Accountant | Word |
| FYI: Welcome to Growth Partners | |
| FYI: Ethical Letter Cover Email to Previous Accountant |
Importing this Custom Automation
For Practices on the Pro plan without FYI as Primary enabled, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For Practices on the Elite Plan or the Pro plan with FYI as Primary enabled, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.