Product Update | June 2022
Run Time: 54 mins
Our latest product update introduces some exciting new features, with a spotlight on workflow jobs, new sample automation, new integrations, learning resources, and a look at our product roadmap to see what’s on the horizon.
- What’s New – new practice styling for emails, new sample automations, new lists, and our new integration with PDFit.
- Workflow Jobs – are FYI’s new Workflow Jobs right for your practice? How to prepare and enable this feature, and how to use Workflow Jobs in your team.
- Coming Soon – New features: Reporting and Capacity Planning, Collaborate 2.0, and Client Maintenance. New integrations with Microsoft Teams and Zapier. New Learning resources to help train FYI users.
For those short on time, you can read a recap on the blog.