- Why is there a number after the file name or attachment shared using Collaborate?
- Can I share a file using Collaborate without the client seeing it?
- Can we add Multi-Factor Authentication (MFA) for clients accessing documents shared via Collaborate?
- When the Share Folder has been shared, what do I do if the client changes their email?
- Why is a file our client is uploading not getting imported to FYI?
- What do I do if the Client Name changes after documents and Share Folders have been shared with the client?
- When sharing the Share Folder and the Upload Folder with a client, why are the hyperlinks in the email blank or not working?
- Can we include a link to the client's Share Folder or to the Upload Folder in an Automation or in a Template?
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01HZEE3H9ZBCSG0MXQA93Q81XS
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01HZEE3HQM90BN9GA7TV51B618
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01HZEE3J6ZV370P63N1KBS4EKA
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01HZEE3JR3YR7K05FC4VF5F54B
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01HZEE3K7R5FX3XXZ3CN9PRJM4
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, FYI as Primary, Workflow Jobs, Automation, Elite