Learning Resources

Access our growing library of video tutorials, training webinars and masterclasses. Note! Our videos and guides are colour coded, green for all users and blue for FYI admins or users with permissions for that feature.

Getting Started as a New User

Getting Started as an FYI Admin

Emails

Documents

Search and Retrieval

Clients

Tasks and Comments

Jobs and Time

Workflows

New Collaborate

Legacy Collaborate

Automations

Apps and Integrations

Practice Management and Elite Features (Beta)

Getting the Most out of FYI

FYI Showcase

Automation Workshops