Outbound Client Correspondence Masterclass (Jan 2020)

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

Masterclass Handouts

The Masterclass Hand-outs provide quick access to key information covered in the webinar, including handy tips and links to relevant help articles.

Click here to download.

Masterclass Q&A

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 & 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.