This masterclass shows you how to prepare and distribute client communication using the full functionality of FYI.
Watch the 60-minute webinar recording 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
The Masterclass Hand-outs provide quick access to key information covered in the webinar, including handy tips and links to relevant help articles.
Q: Can we please get a button that allows you to bulk update and file emails in your In Tray at the same time (that is, 'save and file')?
A: Yes, we will make this a priority as an easy improvement.
Q: Can I change what the Workflow Status names are?
A: Not currently, but we are actively considering extending the list and allowing practices the ability to select workflow status relevant to your practice.
Q: Will you consider email blasts from FYI?
A: Yes definitely. These can be sent using Custom Processes.
Q: Do clients need to have OneDrive access to open documents emailed to them using OneDrive as the send method?
A: No. A message will be displayed prompting the client to request a verification code once he/she clicks on the link to the document
Please reach out to our support team if you have any additional questions.