- 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?
- Can I restrict access to the FYI email feature for some users?
- How can I automatically add my signature information to an Email?
- Why are the images from the FYI Email Signature enlarged when viewing in the desktop version of Outlook?
- Is there a way to attach two email signatures in FYI?
- Can I email internal staff a link to a document in FYI?
- Why are changes made to a Draft email that is opened in FYI from a Document Link not saved when edited in the Preview screen?
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, in tray, sync