**Cloud-based applications are dynamic and as products evolve interfaces may change. Our courses can still be completed however, during the interim period of updating our courses, you may notice some differences between the coursework and the live app. We are currently updating our FYI Fundamentals courses to ensure they align with the latest interface and provide a more consistent and seamless learning experience for our users.**

Course curriculum

    1. Welcome to Getting Started with FYI

    2. In this Course

    1. Logging into FYI & Navigating Workspaces

    2. Logging into FYI

    3. FYI Workspaces

    4. FYI Workspaces

    5. Logging into FYI & Navigating Workspaces - Knowledge Check

    1. Home & Clients Workspaces in More Detail

    2. Home Workspace Tabs

    3. Home Workspace Tabs

    4. Client Workspace

    5. Client Workspace

    6. Home & Clients Workspaces in More Detail - Knowledge Check

    1. Beginners Tutorials

    2. + 'Create New' Button

    3. + 'Create New' Button

    4. Creating a Letter

    5. Creating a Letter

    6. Create an Email with Attachments

    7. Create an Email with Attachments

    8. Client Interactions

    9. Client Interactions

    10. Search, Sort & Filter

    11. Search, Sort & Filter

    12. Exporting Documents

    13. Exporting Documents

    14. Sharing your In Tray

    15. Sharing your In Tray

    16. Beginners Tutorials - Knowledge Check

    1. FYI Fundamentals - Summary

    2. The Path to Success

About this course

  • 31 lessons
  • CPD: 2 hours
  • All Users

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