Featured Learning Paths
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First 30 Days with FYI
Start your FYI journey with this Learning Path, designed for users in their first month, focusing on core features an...
Start your FYI journey with this Learning Path, designed for users in their first month, focusing on core features and fundamentals.
Covering:
Search & Filtering
Document Management
Email Management
Tasks & Comments
Digital Signing
Allow 60+ minutes.
Click here to download the guide.
Click here to download the guide.
Learn how to navigate FYI, file to cabinets and categories, and explore your client's workspace.
Click here to go to the Learn Course.
Learn how to upload documents to FYI, create and edit documents, and file emails from Outlook.
Click here to go to the Learn Course.
Click here to download the guide.
Click here to download the guide.
Click here to download the guide.
Click here to explore the Document Toolbar.
Click here to download the guide.
Click here to download the guide.
Click here to learn more and join our monthly Training and Live Q&A sessions.
Practice Management with FYI
Learn how you can manage your Practice with FYI. This Learning Path has been designed to introduce you to FYI's Pract...
Learn how you can manage your Practice with FYI. This Learning Path has been designed to introduce you to FYI's Practice Management features.
Covering:
Practice Settings
Jobs
Time & Billing
Reporting
Allow 60+ minutes.
Click here to continue your FYI journey with Automations.
Automate your Practice
Learn how you can Automate your processes with FYI's Automation Engine. This Learning Path has been designed to intro...
Learn how you can Automate your processes with FYI's Automation Engine. This Learning Path has been designed to introduce you to FYI's Automation feature and demonstrate how to create Custom Processes to automate your practice.
Allow 30+ minutes.
Click here to download the guide.
Learn the fundamentals to get started with Automations for your practice.
Click here to go to the Learn Course.
Click here to download the guide.
Click here to download the workbook.
Click here to download the guide.
Click here to view the Automation Library.
Collaborate with Clients
Learn how you can Collaborate seamlessly with your clients using FYI's Collaborate feature. This Learning Path has be...
Learn how you can Collaborate seamlessly with your clients using FYI's Collaborate feature. This Learning Path has been designed to introduce you to FYI's Collaborate feature and demonstrate how to share documents securely with your clients.
Allow 60+ minutes.
Click here to download the guide.
Learn how to share documents and folders and collaborate from a dedicated client portal.
Click here to go to the Learn Course.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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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, FYI as Primary, Workflow Jobs, Automation, Elite