- 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
- Formatting Custom Merge Fields in Email Templates
- Creating the Email Signature using HTML and Adding Merge Fields
- Including Advanced Tax-Related Merge Fields in Email Templates
- Known Issues with the new release of Email Templates
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