WebThe FYI Desktop App is a purpose-built desktop app that is used to edit any FYI document independently of OneDrive. When documents are edited in FYI using FYI Desktop, files … WebThe FYI Help Centre provides a range of OnDemand training videos, masterclasses and workshops for FYI users. To explore our growing library of resources, refer to the section …
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WebFYI Process Automation Custom Process Examples for Client Management Client Signed Documents Julie Carrington 4 hours ago Updated Follow The following is an example of a Custom Process to update the Job and create a Task when a document has been returned from a signing service as client signed. This article contains the following sections: WebFYI automatically synchronises with Xero Practice Manager every night. Your location controls which time the synchronisation will take place - either from 8pm AEST (Australian Eastern Standard Time) or from 8pm GMT (Greenwich Mean Time). In the event that the automatic synchronisation failed, you can review Practice Activity for details and to ... chula vista school district registration
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WebMar 31, 2024 · FYI Learning Resources Emails Filing Emails Julie Carrington 2 hours ago Updated Follow Filing your emails efficiently ensures all client communications are captured, allowing the wider team to be across important client information. These short videos demonstrate how you can file and refile emails from within FYI and Outlook. WebAs soon as FYI is deployed, the items in your users' Inbox and Sent in Outlook are monitored. This article contains the following sections: Email Types Filing Status Using FYI Configuration Settings to Maximize the Auto-filing Email AutoFile Settings Excluding Irrelevant Email Addresses and Domains Filing Defaults WebThis is caused by Microsoft Defender Smartscreen, designed to protect against phishing or malware websites and applications, and the downloading of potentially malicious files. … chula vista rooms for rent