Prepare and distribute client communication using the full functionality of FYI.
Watch the video below to learn how to:
- Modernise your mail register
- Move documents efficiently within your team
- Send documents in FYI to clients for e-signing
- Send documents in FYI via email
1. Can we please get a function so when you are doing bulk update ibn your intray it can have a button which bulk updates and files at the same time. i.e. 'save & file'
- Agreed, will make this a priority as easy improvement
2. Can I change what the Workflow Status names are?
- Not currently, but we are actively considering extending the list, and allowing practices the ability to select workflow status relevant to your practice.
3. Will you consider email blasts from FYI?
- Yes definitely, they will be possible once we release our Custom Processes. They are currently in Beta testing!
4. Do clients need to have OneDrive access to open documents emailed to them using OneDrive as the send method?
- No. But a message will be displayed prompting the client to request a verification code once he/she clicks on the link to the document
The presentation hand-outs provide quick access to key information covered in the webinar, including handy tips and links to relevant help articles.
View the hand-outs here
Please reach out to our support team if you have any questions.