Welcome to FYI Collaboration
In this Course
An Overview to Collaboration
Configuring Collaboration for Clients
Setting Up your Collaboration Tool
Configuring Collaboration with External Users
Configuring & Set Up of Collaboration - Knowledge Check
Sharing Documents an Overview
Co-Editing an Overview
Sharing & Editing Documents - Knowledge Check
3rd Party Uploads an Overview
Uploading, Sharing & Co-Editing with 3rd Parties
Knowledge Check
Removing Access to Shared Documents
Revoking 3rd Party Access
4 Removing Access - Knowledge Check
FYI Collaboration - Summary
The Path to Success
FYI is a cloud document management and automation engine, purpose-built for accountants. Learn the fundamentals in this course and save time spent on repetitive tasks, improve accuracy and efficiency for your team.
Free
FYI is a cloud document management and automation engine, purpose-built for accountants. We introduce Emails, Cabinets & Documents in this course to save time spent on repetitive tasks, improve accuracy and efficiency for your team.
Free
FYI is a cloud document management and automation engine, purpose-built for accountants. We introduce Views, Tasks, Jobs & Time in this course to save time spent on repetitive tasks, improve accuracy and efficiency for your team.
Free
FYI is a cloud document management and automation engine, purpose-built for accountants. This course takes a deep dive into working with documents.
Free
FYI brings transparency to your inbox for a better client & team experience. Discover how FYI works with your email correspondence to clients, learn how to leverage this functionality to create, send and manage your client communication.
Free
FYI is a cloud document management and automation engine, purpose-built for accountants. Save time spent on repetitive tasks, improve accuracy and efficiency, and ensure your team can offer clients the highest standard of service.
Free
Workflow in FYI allows you to draft, review and finalise your documentation. Ensuring the highest standards of document integrity for your clients so you know what is being completed and sent to clients is correct and accurate.
Free
Security can be crucial for your client and internal information. There are several options available in FYI to ensure staff have access to the right cabinets and clients. In this course, we discuss the options that are available for configuration.
Free
FYI Automation allows you to leverage third-party integrations to streamline document management, from auto filing corporate documents and signed documents to sending out bulk emails, and more. Automate your nonvalue-adding tasks today.
Free
