Learning Paths

Featured Learning Paths

Learn how you can Collaborate seamlessly with your clients using FYI's Collaborate feature. This Learning Path has be...

Learn how you can Automate your processes with FYI's Automation Engine. This Learning Path has been designed to intro...

Learn how you can manage your Practice with FYI. This Learning Path has been designed to introduce you to FYI's Pract...

Start your FYI journey with this Learning Path, designed for users in their first month, focusing on core features an...

Take your document management #Lightspeed with this Learning Path, designed for all users, focusing on core document ...

Learn how to manage your work using FYI's productivity tools for #MaximumEfficiency with this Learning Path, designed...

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.

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.

Take your document management #Lightspeed with this Learning Path, designed for all users, focusing on core document management features, fundamentals and best practice. Covering: Search & Filtering Client Interactions Document Actions & Version Control Co-edit Documents Email Management Allow 30+ minutes.

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 download the guide.



Click here to learn how you can Collaborate seamlessly on documents with your clients.	Click here to learn how to manage your work using Productivity Tools for #MaximimEfficiency.

Learn how to manage your work using FYI's productivity tools for #MaximumEfficiency with this Learning Path, designed for all users, focusing on productivity tools and job management features. Covering: Task Management Document Approvals & Signatures Job Management Allow 30+ minutes.

Click here to download the guide.

Click here to download the guide.

Click here to download the guide.
Click here to download the guide.





Click here to download the guide.	Click here to download the guide.
Click here to download the guide.	Click here to download the guide.	Click here to download the guide.




Click here to get #lightspeed with your Document Management.

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.

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.