Learning to use FYI

FYI offers a number of resources to help you learn how to use the platform. 

These include:

• FYI Guide is our in-app tool designed to help users learn and use FYI more effectively. It offers access to interactive checklists, guided walkthroughs, and key resources such as Learning Paths, Webinars on Demand, and Feature Updates. Refer to FYI Guide.
   
• Learn is our comprehensive eLearning program delivered in-app, and available to all FYI users. We recommend this is your first point of call, when learning how to use FYI. 
  Refer to Learn.
   
• Learning Resources are our growing library of video tutorials, training webinars and masterclasses. 
  Refer to Learning Resources.
   
• The FYI Help Centre is a comprehensive knowledge base with hundreds of help articles, designed to help you use FYI to its full potential. If you need additional information when starting, refer to Getting Started.  

New Users 

We recommend new users start by learning how to navigate and use essential platform features and building some core skills related to working with Clients, Emails, Documents and Search and Retrieval tools in FYI. 

The topics to cover include: 

• Learning the Essentials: Learn how to navigate FYI, explore the Client Workspace, file your documents and create your first email. 

Refer to Learn to complete the Learning the Essentials eLearning course. If you need extra help, refer to Learning the Essentials for video tutorials and detailed user instructions.  

• Building Your Foundations: Learn how to use FYI to locate, edit and create documents, and file emails from Outlook and from FYI. 

Refer to Learn to complete the Building your Foundations eLearning course. If you need extra help, refer to Beginner Tutorials for video tutorials and detailed user instructions. 

New Admins 

It is important that new FYI Admins learn how to set up FYI to suit your practice.  

Recommended topics to cover include: 

• Setting up Cabinets and Categories 
• Setting up Knowledge Cabinets 
• Setting up User Groups 
• Maintaining Users 
• Setting up your Filing Defaults 
• Managing Practice Settings 
• Checking your Practice Letterhead 
• Checking your Email Signature 

Refer to Learn to complete the Getting Started as an FYI Admin eLearning course. 

Refer to Onboarding and follow our process to configure FYI, migrate your documents and onboard your team.