The Before You Begin Guide provides instructions for new users on how to login and check that you can display the Drawer in FYI, Outlook and Office.
Click here to download the guide (or download the file from the bottom of this article).
To see the FYI Drawer in action, watch the video tutorials:
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports