This series of OnDemand training videos are designed for FYI admins and users in a User Group that have the Permissions enabled to create and edit Templates.
Working with Templates and Stationery
Watch this tutorial to learn how to:
Use the Knowledge Templates List
Display your practice letterhead and email signatures
Update the status of a template
Display activity and recent versions of templates
Display the content and merge fields for a template
Archive a template.
Editing Email Signatures
Watch this tutorial to learn how to:
Display the default email signature for your practice
Edit the default email signature for your practice
Insert merge fields into an email signature
Test the default email signature.
Creating Email Signatures
Watch this tutorial to learn how to:
Create a new email signature
Copy an existing email signature
Add Text and Images
Add Merge Fields
Format content
Change the Template Status from “Draft” to “Active”.
Creating Stationery
Watch this tutorial to learn how to:
Create new Stationery
Copy from existing Stationery
Edit stationery and add merge fields
Add a Body Bookmark
Set the Stationery to Active.
Importing Templates
Watch this tutorial to learn how to:
Importing a Template into FYI
Select Filing Details for the Template
Add Template Contents and Merge Fields
Change the Template Status from “Draft” to “Active”
Set AutoFile Defaults.
Creating Spreadsheet Templates with Merge Names
Watch this tutorial to learn how to:
Create Spreadsheet Templates in FYI
Add Template Contents and apply formatting
Insert Merge Names
Set the Merge Names Indicator to "On"
Change the Template Status from “Draft” to “Active”
Set AutoFile Defaults
Test the Spreadsheet Template.
Creating Task Templates
Watch this tutorial to learn how to:
Create Task Templates
Add Template defaults
Change the Template Status from “Draft” to “Active”
