Feature Guides
Comprehensive guides to help you master the features and functionality of FYI
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EmailsAutomatically capture and file client emails. Store centrally for the practice. Use email templates and more.
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DocumentsAutomate the creation and filing of documents. Use templates and powerful add-ins across the Office suite.
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Search and ViewsLocate your documents in seconds using views, sorts and filters to get the full power of metadata and search.
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ClientsWork from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
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Tasks and CommentsCreate, delegate and view tasks. Notifications when tasks are completed. Use Comments for questions and commentary.
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JobsDisplay and maintain jobs within FYI. File documents at a job level.
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Time and BillingAdd and manage time against your jobs. Manage WIP and invoice your clients.
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WorkflowsEnable the review and approval of emails and documents. Assign approval authority to partners or managers.
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New CollaborateCollaborate with your clients. Share documents and folders securely in a dedicated client portal on SharePoint.
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Legacy CollaborateFrom 31st May 2024, Legacy Collaborate has reached End-of-Support.
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Process AutomationUse time-saving automations across document creation, import, filing, email communication and more!
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Apps and IntegrationsConnect FYI to your favourite apps.
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Employee ManagementManage secure records for your team, and efficiently onboard new staff.
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ReportingEfficiently create detailed Excel reports using a range of Report Templates.