DOCUMENT MANAGEMENT ADD-ONS
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      FYI Integration Webinar

      Linking FYI to Connectworks

      This integration is not live. The team will communicate with beta testers for the initial launch, and then we will announce once it is live. 


      • 0:00 Linking FYI to Connectworks
      • 2:13 Configuring the FYI Add-on
      • 3:22 Connecting existing clients to FYI
      • 4:02 Connections
      • 4.30 Synching information from FYI to Connectworks
      • 5.30 FYI Documents within an entity