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FYI
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Frequently Asked Questions
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Onboarding
Follow our process to configure FYI, migrate your documents and onboard your team.
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Emails
Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
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Documents
Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
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Search and Views
Locate your documents in seconds using views, sorts and filters to get the full power of metadata and search.
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Clients
Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
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Tasks and Comments
Create, delegate and view tasks. Notifications when tasks are completed. Use Comments for questions and commentary.
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Jobs
Display and maintain jobs within FYI. File documents at a job level.
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Time and Billing
Add and manage time against your jobs. Manage WIP and invoice your clients.
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Workflows
Enable the review and approval of emails and documents. Assign approval authority to partners or managers.
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New Collaborate
Collaborate with your clients. Share documents and folders securely in a dedicated client portal on SharePoint.
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Legacy Collaborate
From 31st May 2024, Legacy Collaborate has reached End-of-Support.
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Process Automation
Use time-saving automations across document creation, import, filing, email communication and more
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Apps and Integrations
Connect FYI to your favourite apps.
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Platform Admin
Set up and configure FYI.
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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, guides and learning paths.
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Onboarding
Configure FYI, migrate documents and onboard your team.
custom
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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, New Collaborate, Automation, FYI Desktop, Tasks