Discover new ways to
work with your team and clients
Share documents and folders securely
Share documents and folders effortlessly from FYI to external users via a dedicated SharePoint ‘Collaborate’ Site.
- Automatically file uploaded documents in FYI for easy team access.
- Easily track and manage shared folders and access permission with just one click.
- Instant Notifications when documents are uploaded.
- Choice of authentication methods such as Google and Multifactor Authentication.
Work together in real-time without version control headaches.
- Collaborate on documents, spreadsheets, and presentations simultaneously.
- Eliminate back-and-forth file exchange, saving time and effort.
- Instantly view changes made by clients, contacts, and team members.
- Version updates automatically synced back to FYI.
Prepare for seamless document sharing with clients.
- Easily create new sites through FYI's user-friendly wizard, saving time and effort.
- Get started quickly with standard templates or customise to match practice branding.
- Single access link for all client associated folders and documents.
- Status check feature to identify potential issues and assist in resolving.
Combine Collaborate with FYI’s powerful automations to further enhance your workflow.
- Effortlessly onboard your client by automatically creating a dedicated client folder.
- Automatically add standard documents to the client folder in co-edit mode and email your client with a request to complete.
- Notify your team when a file has been uploaded by a client.