- Client - Collaborate Tab
- Sharing Documents with Clients and External Users
- Sharing the Share Folder and Upload Folder with Clients
- Login Experience for Clients using New Collaborate
- Upload Experience for Clients using New Collaborate
- Receiving Documents from the Upload Folder
- Removing a Shared Document from New Collaborate
- Removing Access to the New Collaborate Shared Folders
- Resending New Collaborate Share Folder Links Manually
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and 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, Tasks, In Tray, Templates