Platform Admin

Set up and configure FYI.

Setting up your FYI Account

User Setup

Practice Setup

Practice Settings General

Practice Settings Documents

Practice Settings Jobs

Practice Settings Time and Invoice

AutoFile, Client and Practice Filing Defaults

Enabling FYI as PM

Practice Activity

Practice Maintenance

Refiling Documents and Export

Practice Mergers and Splits

Troubleshooting

FAQs - Practice Setup

FAQs - Users

FAQs - FYI Desktop App

FAQs - Mergers, Splits and Franchises

FAQs - Domains and Tenants

FAQs - Data, Archive, Bulk Export

FAQs - Security and Certification