FYI
by FYI Docs
FYI delivers a step change in practice automation and efficiency with its secure document storage and signing at your fingertips. It’s a new generation document management platform developed for the modern practice ecosystem. Store every email, document and client interaction in the cloud and automate repetitive processes. Your practice will run smoothly and efficiently and achieve so much more.
Using the combined power of our two platforms, FYI users can invite their clients to sign or upload documents within myprosperity. They are notified to join the portal, where their documents can be signed, then automatically stored on both platforms – giving you and your clients 24/7 access to important documents.
Login to the myprosperity client portal. From the menu, navigate to Configure – Integrations, and select FYI. Then follow the prompts, it takes just a few seconds to complete the set up. Explore how to set up FYI Docs