Features
The following resources will assist you in checking that your computer is setup correctly to begin using FYI.
These settings may be configured by your IT Team or FYI Admin before going live with FYI. Always check with your FYI Admin if you are unsure of any settings.
Before you Begin Walkthrough
Click the link for a walkthrough of how to confirm your computer is setup correctly to begin using FYI.
Before you Begin Walkthrough
Before you Begin Quick Reference Guide
Provides quick steps for new users to confirm your computer is set up correctly to begin using FYI.Click here to download the guide.
To see the FYI Drawer in action, watch the video tutorials:
Download Files
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, webinars and masterclasses.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, FYI Desktop, Tasks