- Process Step Details - Unshare Document
- Process Step Details - Alter Document
- Process Step Details - AutoTime
- Process Step Details - Converting to PDF and Send for Signature
- Process Step Details - Create Disbursement
- Process Step Details - Creating Emails, Documents and Tasks
- Process Step Details - Create Time
- Process Step Details - Create Invoice
- Process Step Details - Finish Co-Edit
- Process Step Details - Look Up Job
- Process Step Details - Share No Email
- Process Step Details - Creating and Updating Clients
- Process Step Details - Creating and Updating Jobs
- Process Step Details - Send Request
- Process Step Details - Update Employee
- Process Step Details - Update Time/Disbursement
- Process Step Details - Other Functions
- AutoComplete Tasks
- Including Merge Fields in Automations
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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.
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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