- Why is the email attachment sent to my client blank?
- Why can't I file an email or document to a certain Cabinet or Edit a document in a a certain Cabinet?
- Why does the FYI drawer not display when I select a document?
- Can I save an email or document to multiple clients, without copying it?
- Why is Bulk Update giving a message "Category ... is required"?
- Can I link to a file from a third-party site?
- How can I confirm that an email or document is successfully marked as sent?
- How can I prevent the message "Some files contain viruses that can be harmful to your computer..."?
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
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/hc/en-us/categories/360000958432
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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