Features
The ability to access and edit PDF documents using your preferred PDF editing tools is crucial to maintaining efficiency once you move to FYI.
For more information, refer to Editing or Printing a PDF.
Editing a PDF Document using OneDrive
Watch this tutorial to learn how to:
- Open PDF documents online
- Edit PDF documents and save changes
- Preview changes in the drawer.
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Editing a PDF Document using FYI Desktop App
Watch this tutorial to learn how to:
- Open PDF documents using FYI's Desktop App
- Edit PDF documents and save changes
- Check PDF documents back in
- Preview changes in the drawer.
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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.
New Collaborate, Automation, Templates, Tasks, Elite