Discover What's New

New this month within FYI…..

• New Lists has had an extra enhancement for Jobs. You can now run an Excel export of your lists.
  • This retains all formatting including and grouping you had making your advanced reporting even easier.
• With Jobs the Client Partner or Client Manager can be used for filtering the job list
• Enhancement to Email Autofile,
  • You can now Exclude Email Stationary Images.
  • Admins of the firm can bulk update the Autofile mode for individual users
• Alter Document, This was an incredibly exciting release, to allow automations to alter parameter’s of documents when required. Such as adding tasks to the next user and keep the original context

Take a look at the other features released this month.

New this month within FYI…..

• New Lists has continued to be released, this month it was on Tasks and Jobs.
  • With tasks came the exciting announcement of a Tasks Kanban Board
  • With Jobs came Grouping and Calculations
• Enhancement to the Document list, to bring back our Cabinet Explorer search.

Take a look at the other features released this month, and a few great enhancements

New this month within FYI…..

• New Lists has been released to the following areas within FYI. Clients, Documents, Knowledge and Admin. 
  • Resize and Autosize column width
  • Pin columns to the left or right
  • Scroll continuously and seamlessly
  • Plus many more exciting updates to your lists in FYI
• Enhancement to Email Autofile, set the autofile mode for your emails at an individual level. Take control over contacts with individual autofile on contacts.
• Create Job automation step now allows Job Custom Fields to be added when created, better yet can be copied from a trigger job

Take a look at the other features released this month.

New this month within FYI…. 

• This month saw us release our Microsoft Teams integration as an alternative method to email when notifications are sent by FYI
• A new E-Learning course has been added in for “Accelerating your Workflow” This will help you utilise our Workflow to speed up review and approval of emails and documents
• Practice Styling has been released, FYI admins can now set Default Font and Default Font Size for your practice

Also read more about the enhancement to the automation step “Execute Process”

New this month within FYI…. 

• Export Automatons, This will make sharing with each other that much simpler.
• Job Automation enhancements, Using create job step in your Automation’s you can now copy from values using Trigger Jobs, and Merge Fields for the Client Name.
• New Learn Section for Learning To use FYI like a pro. The courses in here separate out the new user training for those wanting to get the most out of the FYI platform.

Also catch a sneak peek at New Lists….

New this month within FYI…. Update multiple Custom Fields at the same time –  a handy tool to save time when updating Clients and Jobs. The GST Return Job process automation has been added to our automation library and is ready for you to import, test and activate. And our latest Learn course has been released – Collaborating on Documents. Learn how to use FYI’s Collaborate feature to Co-Edit and Share documents.

Our latest product update introduces some exciting new features, with a look at our product roadmap to see what’s on the horizon. Highlights include:

• New Features – New Workflow Jobs, new practice styling, auto-complete tasks, and new lists that power up your access to info in FYI.
• New Automations – available for import from our Automation Library. now available for import from our Automation Library.
• New Integrations – connect with PDFit, to edit PDF’s in the cloud. And watch this space for integrations with Microsoft Teams and Zapier – coming soon!
• New Learning Resources – new automations that will create a series of emails, tasks and interactive exercises for your team to complete, plus new eLearning courses to help your team get more out of FYI.

In this 90-minute webinar,  Rob Cameron and Cassie Kaddatz announce some exciting new features and shared their ideas on best practices for Jobs and Workflow Jobs. Highlights include:

• New ways to maintain client data
• New ways to manage your jobs in FYI
• eLearning courses, available to all
• Our new Automation Library

Plus new Sample Clients, even more ways to get support from the FYI team, and a whole lot more.