This course provides FYI Admins with everything you need to know to get the most out of FYI’s Email AutoFile engine in your practice.
Email AutoFile Quick Reference Guide
This quick reference 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 (or download the file from the bottom of this article).
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Email AutoFile Fundamentals
Watch this video to learn about the fundamental building blocks that make up Email AutoFile, including:
- the different Types of emails that FYI recognises
- the Settings that determine what filing rules will be applied to an email, and how
- the Filing Defaults that decide exactly how each type of email will be auto-filed, and the order in which they are applied
- the Filing Status confirming if an email has been filed in FYI or not.
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Email AutoFile Settings
Watch this video to learn how to manage Email AutoFile Settings for your practice, including:
- Email AutoFile Settings
- Email AutoFile Exclusions
- Practice Defaults
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For more information, refer to the full recording of our recent Email AutoFile Masterclass (June 2021)
