NEW FEATURES ROUND-UP: MAY 2019
Some great new features this month including improvements that make finding information in FYI even easier, automatic user alerts within automations and two new integrations in beta – digital signatures using DocuSign and Zapier.
Enhanced integration with XPM Jobs
Jobs displays a list of all jobs synched with Xero Practice Manager, allowing teams to track progress at a group, client and job level. View the state of a Job (as recorded in XPM), as well as estimated, actual and variance time allocations. You can even maintain the XPM job status from within FYI and add commentary as required. Read More…
Use Custom Views to save any search criteria
Views are used in FYI to manipulate lists of documents, tasks and jobs. Custom views allow administrators to save any preferred layout for a list and make it available for all users across the practice. This can be used to save any search criteria as well as column order and filters. Read More…
Enable Sticky Views to find information even faster
Activating Sticky Views in FYI will ensure that list views selected by users are applied by default across all lists for the remainder of the session. This makes accessing information even faster. Read More…
Automatic notification of FYI’s process automations
FYI Automations work silently in the background, saving you time on repetitive tasks every day by importing, filing and changing documents on your behalf. Get alerted when process automations have occurred by creating Comments that can be defined and triggered as part of the automated process. Read More…
DocuSign Integration – IN BETA
FYI’s direct integration with DocuSign allows you to send documents directly to your clients for electronic signature. Create signature requests for single or multiple documents. Requests are automatically addressed, and when signed, documents are automatically imported and the workflow status is updated. Read More…
Zapier Integration – IN BETA
Zapier moves information between the world’s leading web apps with automated workflows called Zaps, helping to build processess faster. FYI’s integration with Zapier enables an endless variety of automations, beginning with automatic importing and filing of documents from apps such as OneDrive, Dropbox and Practice Ignition into FYI.
Once an FYI Administrator has connected FYI to your Zapier account, you can set up Zaps for the apps you want to connect with FYI. Simply get your FYI access keys for Zapier, connect to Zapier using this beta link, login to your Zapier account to accept the invitation from FYI, and you will be able to start building your Zaps. Read More…
These last two features are still in beta. Please send a request to support@webstaging.fyidocs.com if you would like to start using them.
What’s Next?
Looking forward, our development team is focused on the upcoming release of assessment automation in June and the launch of NowInfinity integration. Stay tuned……
If you’re not yet subscribing to FYI and would like to see the platform in action, you can visit our growing video library, join a live product demonstration webinar or start a 30-day free trial
