The FYI Onboarding Team will set up both your practice letterhead and default email signature in FYI for you.
Simply send your practice letterhead (in a Word document) and your practice email signature to our Onboarding Consultant.
These will be available for testing and will require your approval before you Go Live.
This article contains the following sections:
Setting up your Practice Letterhead
Your letterhead is set up in FYI as Word Stationery.
It normally features your company branding and generic text such as your address, website and ABN. You can also use Merge Fields to incorporate information such as today’s date, addressee, address and the sign-off and sender details.
If you want to include a Reference Number in all documents, adding it to your Stationery is usually easier than adding it to multiple templates.
You may want to set up more than one version of Stationery for your practice, for example:
- Stationery for letters that are emailed
- Stationery for letters that are printed on practice letterhead
- Stationery for a team or division within a multi-disciplinary practice. For example, this might need to include licencing details or specific disclaimers.
Stationery can be created as a new template in FYI or by dragging and dropping an existing Word document on to the Knowledge - Templates list.
Watch the Creating Stationery video tutorial in Managing Templates and Stationery.
Refer to Creating Stationery for Word.
Setting up your Email Signature
Your Onboarding Team will ensure a Default Email Signature is created for your practice and automatically applied when an email is created in FYI. It can be accessed in your Practice Settings - Admin - Settings.
This is initially set up as a sample for your practice. When you have created your own Email Signature template, an FYI Admin should add this as your Default Email Signature (refer to Managing Practice Settings).
The Email Signature normally includes a sign-off, name, title and phone number of the email author, your company logo and any generic company information or disclaimers. You can also include a Unique Reference Number to make the email easy to identify in FYI.
Example Email Signature
You can also set up Individual Email Signatures for any users that require specific information to be shown in their emails.
Watch the Creating Email Signatures video tutorial in Managing Templates and Stationery.
Refer to Creating Email Templates and Signatures.