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.
Watch the animation below to learn how to assign Templates permissions to a User Group.
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.
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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.
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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”.
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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.
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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.
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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.
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Creating Task Templates
Watch this tutorial to learn how to:
- Create Task Templates
- Add Template defaults
- Change the Template Status from “Draft” to “Active”
- Copy from existing Task Templates
- Test a Task Template.
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