- Why are active templates not showing in the Templates list when creating an email or using in an automation?
- 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?
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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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, primary client, in tray