Product Update (December 2020)

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3 comments

  • Gabrielle Burton

    Hi Cassie,

    Do you have any suggestions or help with creating the collaboration email template? I need to create some instructions & information for clients regarding how/what to do, particularly aimed at the clients less technologically advanced.

    Thanks,

    Gabrielle

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  • Gabrielle Burton

    Also are you able to give me details around the special FYI OneDrive user license that was discussed?

    Thank you.

    Gabrielle

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  • Cassie Kaddatz

    Hi Gabrielle,

    We have two suggested email templates in the Help Centre to introduce shared documents and folders to your clients. You can download these and change as appropriate to your firm before uploading to FYI for sending. I will email those links through to you.

    We are finalising the special FYI OneDrive user licence article currently and should post in the next couple days.

    Cheers,

    Cassie

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