The following updates have been made to FYI.
- Addition of the Knowledge menu option and the Knowledge workspace. This is available as a resource area for your practice. The Knowledge workspace displays the Templates tab so that all users can see a list of all the Templates that have been set up for your practice. Refer to Knowledge Workspace.
Emails and documents can be created from the Knowledge - Templates tab, by selecting the relevant template and clicking Create. Refer to Creating Emails from Templates and Creating Documents from Templates.The Knowledge Workspace can also include additional tabs for the Cabinets that have been set up to hold resource documents for your practice, for example, Policies and Procedures. These Cabinets are included in the Knowledge workspace by setting Enable Knowlegde as "On" and they can be set up with restricted access if required. Refer to Cabinets.
Setting has been added to User Groups to allow users in that group to add and change templates (previously only allowed by FYI administrators). Refer to Creating User Groups, Creating Email Templates and Creating Templates for Word, Spreadsheet or Presentation.
Emails created via the Send wizard are no longer being duplicated after being sent from Outlook