Emails
Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
Overview
- Introduction to Email AutoFile
- Email AutoFile Settings, Exclusions and Practice Filing Defaults
- Using the Email Drawer
- Overview of using Email Templates, Signatures and Merge Fields
- Managing Email Threads
- Emails with Multiple Recipients
Creating and Sending Emails
- Sending Immediately or Saving a Draft
- Creating an Email in FYI
- Formatting and Fonts using the Editor in FYI
- Adding Attachments to an Email in FYI
- Adding and Changing Recipients when Creating an Email
- Creating an Email by Selecting Attachments in FYI
Filing Emails from FYI
Filing Emails from Outlook
Emails with Attachments
Previewing, Opening and Editing Emails
Shared Mailboxes
Templates and Signatures for Email
- Overview of Templates, Signatures and Merge Fields for Emails
- Creating Email Templates and Signatures
- Including Merge Fields in Email Templates and Signatures
- Formatting and Fonts in Email Templates and Signatures
- Creating the Email Signature using HTML and Adding Merge Fields
- Including Advanced Tax-Related Merge Fields in Email Templates
Troubleshooting
- People section does not show correct recipients if these are changed in Outlook before sending
- When using bullets or numbering in an email Template, text in the list is overlapping
- When making changes to an Email Template or Signature using the HTML Code View, changes are not saved
- "We encountered an error calling Foundry" when filing email attachments
- "Unknown Email" and "This email is dated before your installation date" when opening emails in the In Tray
- "Unfileable attachment, upload via FYI web" when trying to view, file or open attached emails.
FAQs - Emails
- Why are emails not filing correctly, not being auto-filed or there are documents in my In Tray that I do not recognise?
- How can I use a Shared Mailbox?
- How does FYI handle emails with BCCs?
- Why are emails being automatically filed to the incorrect Cabinet or Category?
- When I generate a new email, is it best practice to start this in Outlook or FYI?
- What is the difference between the blue and white envelope icons that display in lists for emails?
FAQs - Additional FAQs in the Documents Section
FAQs - Filing Emails from FYI
- Why can't I see the File tool bar button in my In Tray?
- Why do emails not appear in my In Tray?
- Are unfiled emails that I delete from my In Tray shown in the Deleted Documents view?
- When filing to Multiple Clients, how do I exclude Archived Clients?
- Why does the Draft Filed view show documents for users but those users do not have any documents in their In Tray?
- Why does the Draft Filed View not indicate which documents are in a particular user's In Tray?
FAQs - Filing and Editing Emails from Outlook
- How do I file emails from the online version of Outlook?
- Why does the FYI Drawer icon not appear in Outlook or is greyed out?
- When accessing the FYI Drawer in Outlook, why is the Pin icon not available or not working?
- Why do I have to login to the FYI Add-in continuously when using Outlook?
- In Outlook Online, why is the FYI Add-in not refreshing properly or the filing details not correctly pre-filled?
- How do I logout of the FYI Drawer from Outlook? I have accidentally logged in with the wrong account.
FAQs - Email Attachments
- Why are the email attachments not attached to the filed email?
- Why is the number of attachments in a "Draft in Outlook" email incomplete?
- How can I view an attachment in an email that is within a thread?
- Can I file an email and include and save the attachments within the email, rather than filing each attachment as a separate item?
- Why are images from a logo from email signatures or disclaimers being autofiled as separate attachments in FYI?
- If I use Upload or Drag and Drop to manually upload an email with attachments, why does it appear in FYI with no attachments?
FAQs - Email Templates and Signatures
- Why do emails created from Templates and Signatures have incorrect formatting?
- Why are Merge Fields in an Email Template or Signature not working correctly?
- When using an Email Signature, why does the image for our logo not download and display when I open the email in Outlook?
- Why is the Salutation Merge Field being picked up from an incorrect Client Contact?
- How do we use Exclaimer for our email signature within FYI?