You set up your letterhead in FYI with information that is common to all documents (for example, for all letters). This would be anything at the top and the bottom of a letter and is used for any headers, date, addressee, address etc and also the sign-off, and sender details, and any footers.
Your letterhead is set up in FYI as Stationery. For letters these are set up as a Word document which is then brought into the FYI Stationery. This allows you to use the features of Word (such as formatting, margins, adding text and images to headers and footers with different headers/footer for the first and subsequent pages).
You may have Word documents already set up for the layouts and text and these can be used as the basis for the FYI Stationery.
The following is a summary of creating the FYI Stationery for your letterhead.
- Create the Word document or locate the existing file to be used as the FYI Stationery.
- Add a "Body" bookmark to the Word document.
(When using a Template as well as the Stationery, the bookmark indicates where to include the text and any merge fields from the Template).
- Create the Stationery in FYI.
a) From FYI, click Settings in the top right-hand corner.
b) Select Practice settings from the drop-down, then select Documents.
c) Go to the Stationery tab.
d) Click the Add Stationery button.
e) Select the Type as "Word Stationery".
f) Enter a Name for the Stationery (for example "Your company name Letterhead").
g) Set the Default Delivery Status as "Draft".
h) Set the State to "Published" to make it available when creating documents.
i) Add the prepared Word document (click Choose a file and select from Explorer, or drag and drop the file onto the Stationery).
j) Click Save.
- Run a test by creating a Word document in FYI, select the Stationery and check the results.
Refer to Creating Stationery for Word. This also gives details of how to include Merge Fields in the Word document.
Note: If you using our assisted onboarding services, the FYI Client Success team will help you to set up your practice letterhead.