WORKFLOWS

Make your whole practice more efficient and responsive

Speed up the review and approval of documents to improve your workflow
and get more done faster.

Save time with Electronic Signatures

Insert your electronic signature into a document with a click, or have it automatically inserted when a letter is approved.

  • Signatures can be scanned and saved within individual user profiles
  • For security, access to signatures is restricted to the individual user and admins

Control approvals and service quality

With User Specific Workflow Authority, only the appropriate team members can approve client documents and emails.

  • Helps to limit risk, and ensure a high standard of client service.
  • Specific users can be granted varying levels of authority to move documents through workflow.

Know the Workflow Status of any document

With Workflow Status, you always know where an email or document is up to in your practice’s workflow cycle.

  • Every document’s status is constantly updated as it travels through your workflow cycle
  • The whole team can see each document’s completion status.


Track progress and identify bottlenecks

With Workflow Views you can track emails and document workflow states across your entire practice, to easily see where specific jobs are at – or where they may be stuck.

Conditional Edit Rights

Enjoy the reassurance that your team can’t edit documents without appropriate permissions

  • Approved documents cannot be edited.
  • Once approved, edit rights are automatically restricted to avoid unauthorised changes.

AutoTrack Client Signature Workflow

Easily view which documents have been signed and which are still outstanding.

  • Workflow status automatically tracks the client’s digital signature.
  • “Since going live, the way we work has been transformed. FYI has challenged us to improve our processes and to work smarter."

    Tasha Rossiter Practice Manager, Sidcor

Want to see FYI in action?

Join a live platform tour and let us show you how it all works.