Features
The guides below provide an overview of best practice processes and filing structure with FYI.
Share the relevant guide with your team during onboarding to highlight key differences between your previous document system and FYI, along with helpful tips to ensure smooth transition.
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Templates, FYI as Primary, Automation Library, New Collaborate