FYI Pathway
Follow our path to success and become a master of FYI
1. Fundamentals
Get started with FYI by completing our Fundamentals course. This course provides a navigational overview along with how to use workspaces, create and file documents, and collaborating with your team.
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2. Introduction to Emails, Cabinets & Documents
Get ready to supercharge your productivity with FYI! This course provides and introduction to how to create and send emails like a pro, but also unlocks the secrets to quickly finding any document you need
3. Introduction to Views, Tasks, Jobs & Time
Unlock the full potential of FYI with our comprehensive course that introduces you to creating and displaying custom views, managing tasks like a pro, mastering the art of job execution, and effectively tracking your time.
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4. Documents with FYI in Depth
Join us for an immersive dive into the world of FYI documents! Here you'll learn how to create, upload, and file documents with ease. We'll show you how to preview and edit documents, and empower you with the knowledge to effectively manage version control.
5. Emails with FYI in Depth
Explore the world of FYI emails with us! In this course, you'll learn how to create and send emails from FYI, as well as managing and sharing your in tray. We'll also show you how to file emails from Outlook in a snap, and leverage FYI's powerful auto-filing capabilities.
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6. Templates & Stationary in FYI
Discover how to boost productivity and quality control with FYI's customisable templates and stationary! We show you how to manage and establish templates, while exploring the different types available. Standardise your content to save time and improve consistency.
7. Leveraging Workflow in FYI
Get started with FYI's powerful workflow capabilities! Here we cover the basics of managing documents and enabling advanced reviewing through workflow. With our guidance, you'll learn how to streamline your workflow and unlock new levels of productivity.
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8. Security in FYI
Empower yourself with the knowledge to configure FYI's powerful security features and take control of your environment. Discover how to set up and manage user groups, control device access, and maintain cabinet permissions to keep your data safe.
9. Automations with FYI
Unlock the full potential of automation with FYI's powerful Automation dashboard! Learn how to easily manage all automation functions for your practice. Develop custom processes, access automation activity logs, and configure third-party applications.
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10. Collaboration in FYI (Legacy)
Deliver exceptional service to your clients by setting up collaboration features in FYI! In this course, you'll learn how to securely share documents with your clients, enable co-editing and document uploads, and streamline your collaborative workflows.