Managing Emails | Showcase (July 2023)

FYI

Explore how you can save up to 21 minutes per day with your email management by leveraging FYI.

In this 30-minute webinar, we take you through best practices for creating, sending, filing and managing your emails to get you #lightspeed with your inbox.

In this webinar, we cover:

  • Creating emails ā€“ quickly create and respond to emails from templates or share documents in just a few clicks.
  • Reviewing & approving emails ā€“ use document workflow to draft emails and send for approval without all the inbox noise and with full audit control
  • Automate your email filing ā€“ how Email AutoFile can save you hours a week by filing emails for you automatically.
  • Remove inbox noise ā€“ use Tasks & Comments to work better together with client emails, removing unnecessary inbox noise and achieving full visibility on Tasks so nothing slips through the cracks.

Click below to play a full recording of the webinar (30 minutes).

Useful Links & Resources

And to learn more about emails, visit the Emails section in help.

Want more? View all the recordings from the FYI Showcase.

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