FYI
- How do I trigger a bulk import of clients/entities from FYI Docs to the partner portal?
- How do I set up the FYI Docs integration?
- How do I add a client from FYI Docs to the partner portal?
- How do I connect/disconnect a client/entity to their FYI Docs file within the partner portal?
- How do I sync documents stored in the client portal to FYI Docs?