This course is designed for FYI admins and users in a User Group that has the Permissions enabled to create and edit Templates.
Managing Templates and Stationery
Watch this tutorial to learn how to:
- Assign user access with Permissions enabled for Templates
- Use the Knowledge Templates List
- View your Templates
- Organise your Templates
- Archive a Template
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Creating Email Signatures
Watch this tutorial to learn how to:
- Assign the default email signature for your practice
- Edit the default email signature for your practice
- Create a new email signature
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Creating Email Templates
Watch this tutorial to learn how to:
- Select Filing details for the Template
- Add Text and Images
- Add Merge Fields
- Format content
- Change the Template Status from “Draft” to “Active”
- Set AutoFile defaults for any emails created using this template
- Edit an existing Email Template
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Creating Stationery
Watch this tutorial to learn how to:
- Create a word template marked as Stationery
- Edit stationery
- Add a Body Bookmark
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Creating Document Templates
Watch this tutorial to learn how to:
- Create Templates in FYI
- Select Filing Details for the Template
- Add Template Contents and Merge Fields
- Change the Template Status from “Draft” to “Active”
- Set AutoFile Defaults
- Upload a Template to FYI
- Use Drag and Drop to Create a Template
- Make Changes to a Document Template
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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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