Utilising stationery and templates in FYI can be a powerful tool for your practice.
Watch this 60-minute masterclass recording to learn how to:
- Create new stationery
- Add stationery and templates to FYI
- Utilise stationery and templates to create new documents, assign documents for approval and insert signatures
- Create email signatures and templates
- Send emails from templates
- Administer templates
Note: We recently released an update to the way in which Templates, Word Stationery and Email Signatures are created and edited in FYI.
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 the slides (PDF).
Additional Masterclass Resources
During the masterclass, we some additional resources to help you set up your practice’s stationery and templates.
- List of Merge Fields
Download a complete list of all the merge fields you can use in FYI Templates. From this document, you can simply copy fields directly into the Word document you want to use as the template. Most source data originates in XPM (client and user data) with some additional merge fields using data from FYI.
- Best Practice Templates
Use these examples to help set up stationery and templates for your own practice.
Click here to download a sample letterhead.
Click here to download an Overdue ATO Payment Notice.
Please reach out to our support team if you have any questions about optimising your stationery and templates in FYI.