Welcome to FYI Workflow
In this Course
An Overview to Workflow
Workflow Settings & Statuses
About Read-Only Documents
Interacting with Documents using Workflow Statuses
Workflow Function Example - Emails
Basics of Workflow - Knowledge Check
Tracking Workflow Documents
Using Notifications to Track Workflow Documents
Using your Home Dashboard to Track Workflow Documents
Using Filtered & Saved Views to Track Workflow Documents
Managing Documents with Workflow - Knowledge Check
Reviewing & Requesting Changes to Documents
Approving Documents
Advanced Reviewing: Multi-Level Approval
Reviewing Function using Workflow - Knowledge Check
FYI Leveraging Workflow - 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
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
