Frequently Asked Questions

  • Getting Started

    Start a free trial, navigate FYI, learn the essentials.

  • Onboarding

    Follow our process to configure FYI, migrate your documents and onboard your team.

  • Documents

    Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.

  • Emails

    Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.

  • Search and Views

    Locate your documents in seconds using views, sorts and filters to get the full power of metadata and search.

  • Clients

    Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.

  • Tasks and Comments

    Create, delegate and view tasks. Notifications when tasks are completed. Use Comments for questions and commentary.

  • Jobs

    Display and maintain jobs within FYI. File documents at a job level.

  • Time and Billing

    Add and manage time against your jobs. Manage WIP and invoice your clients.

  • Workflows

    Enable the review and approval of emails and documents. Assign approval authority to partners or managers.

  • New Collaborate

    Collaborate with your clients. Share documents and folders securely in a dedicated client portal on SharePoint.

  • Legacy Collaborate

    From 31st May 2024, Legacy Collaborate has reached End-of-Support.

  • Process Automation

    Use time-saving automations across document creation, import, filing, email communication and more

  • Reporting

    Efficiently create detailed Excel reports using a range of Report Templates.

  • Apps and Integrations

    Connect FYI to your favourite apps.

  • Platform Admin

    Set up and configure FYI.

  • Forms

    Create and manage custom forms. Completed forms are filed to clients and employees.

Stay Up-To-Date

  • Events

    We host a range of product demos, training webinars, workshops and more.

  • Service Status

    Check for updates on the FYI Platform

  • What's New

    Round-up of new features, fixes, and other important announcements.