Welcome to FYI Emails, Cabinets & Documents
In this Course
Filing in FYI
Cabinets, Categories & Options
Cabinets, Categories & Options
Filing in FYI - Knowledge Check
Working with Emails
Creating Emails in FYI
Create a New Email & Open the FYI Drawer in Outlook
Filing Emails from Outlook
Filing Emails from Outlook
Locating Filed Emails in FYI
Locating Filed Emails in FYI
Staple Emails and Documents
Staple Emails and Documents
Update Filing, Delete and Restore Emails
Update Filing, Delete and Restore Emails
Working with Emails - Knowledge Check
Working with Documents
Opening & Editing Word Documents
Opening & Editing Word Documents
Opening & Editing Excel Documents
Opening & Editing Excel Documents
Co-Edit Documents
Co-Edit Documents
Working with Documents - Knowledge Check
FYI Introduction to Emails, Cabinets & Documents - 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 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
Collaborate with your clients. FYI Collaborate allows you to share and co-edit documents securely with your clients through leveraging Office 365. You can also provide a secure method for your clients to upload their documentation directly to FYI.
Free
