Emails
Automatically capture and file client emails. Store centrally for the practice. Use email templates and more.
Overview
Creating and Sending Emails
- Sending Immediately or Saving a Draft
- Creating an Email in FYI
- Adding Attachments to an Email in FYI
- Creating an Email by Selecting Attachments in FYI
- Creating an Email from Outlook
- Creating Emails from Templates
Filing Email from FYI
Filing Email from Outlook
Emails with Attachments
Previewing, Opening and Editing Emails
Shared Mailboxes
Templates and Signatures for Email
- Introducing the Latest Version of FYI Email Templates
- 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