New Collaborate
Collaborate with your clients. Share documents and folders securely in a dedicated client portal on SharePoint.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/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
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Onboarding
Configure FYI, migrate documents and onboard your team.
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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, Templates, FYI as Primary, Automation Library, New Collaborate