- Digital Signatures using DocuSign
- Digital Signatures using Adobe Sign
- Digital Signatures using Annature
- Digital Signatures using FuseSign
- Digital Signatures using myprosperity
- Summary of what happens when document(s) are Sent for Signing
- Summary of what happens when Signed document(s) come back to FYI
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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