Email AutoFile Best Practice
These resources provide FYI Admins with everything you need to know to get the most out of Email AutoFile for your practice.
6-Point Plan for Email AutoFile
This best practice guide for FYI Admins provides the key steps for setting up Email AutoFile for your practice.
Click here to download the guide as a PDF (or download the file from the bottom of this article).
|
|
Taking your Emails #lightspeed with Email AutoFile
Watch this trailer to learn how to set up Email AutoFile for your practice, using our best practice recommendations.
|
|
Email AutoFile Best Practice Guide
This best practice guide for FYI Admins is a handy guide to:
- Email AutoFile Fundamentals
- Best Practice Settings
- Tips and Tricks to ensure your team gets the most out of FYI’s Email AutoFile functionality.
Click here to download the guide as a PDF.
|
|
Emails that File Themselves
Our 45-minute webinar covers our best practice for Email AutoFile settings and how to make the most of this feature for your practice.
Click here to watch the recording to learn more about:
- Why Email Automation
- The Evolution of Email Automation
- Getting #lightspeed with Emails
- Action Plan and Key Takeaways
- Useful links and resources to get you up and running with Email AutoFile.
|
 |
/hc/en-us/categories/360001063892-Getting-Started
//theme.zdassets.com/theme_assets/2401539/a9234180aac601cf0b186fb039c5c05407f864fc.png
Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
//theme.zdassets.com/theme_assets/2401539/2aadf6455c3c2239e1b71c47532439f6aed423a8.png
Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
//theme.zdassets.com/theme_assets/2401539/a71d7ea42632aa5a85a8b72b084dc8e71fb9dad4.png
Onboarding
Configure FYI, migrate your documents and onboard your team.
custom
/hc/en-us/categories/360000958432
//theme.zdassets.com/theme_assets/2401539/7b7e52db42e52c3f1b127ca72186b12304470f21.png
Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
//theme.zdassets.com/theme_assets/2401539/439b45fefbcce018396fd34cfd282b8b97529df0.png
Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync
