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  1. FYI
  2. Troubleshooting

Troubleshooting

  • Getting Started
    Start a free trial, navigate FYI, learn the essentials.
  • Emails
    Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
  • Documents
    Automate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
  • Clients
    Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
  • 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
  • Apps and Integrations
    Connect FYI to your favourite apps.
  • Reporting
    Efficiently create detailed Excel reports using a range of Report Templates.
  • Platform Admin
    Set up and configure FYI.

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Round-up of new features, fixes, and other important announcements.
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
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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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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, Automation, New Collaborate, Tasks, FYI Desktop