Announcing FYI Learn



FYI now offers eLearning, making it super easy to learn the fundamentals of FYI in your own time. 

Initial courses are foundational and will help your team get started with core features related to Clients, Emails, Documents and Search and Retrieval tools in FYI. 

The library will continue to grow to support your ongoing learning journey with FYI. 

What does this mean for FYI users?

  • Onboarding practices now have a valuable resource for each new user on your team, in addition to live training sessions.  
  • All users can access learning modules any time to refresh your skills and help you get the most out of FYI.
  • New employees joining your practice can use the Learn modules to get up to speed on FYI.

Who is this available for? 

FYI Learn is available to all users. 

Want to get started? 

You can access FYI Learn from within FYI. 

Click the Help icon in the top right-hand corner and select Learn.


You will be taken to your personal learning workspace.


Refer to FYI Learn for more information. 

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