We have revolutionised our Email AutoFile engine with flexible solutions to suit your practice, meaning you can save up to 21 minutes per day per user and automatically file 70% of your email correspondence.
This 45-minute webinar covers our best practice for Email AutoFile settings and how to make the most of this feature for your practice.
Topics include:
- Configuring Email AutoFile for your practice - learn our best practice recommendations
- Getting #lightspeed with emails - learn how to get the most out of FYI when sending emails
- Action plans and key takeaways - to help you put this into action.
Click below to play a full recording of the webinar (45 minutes)
Your Action Plan
Below are action plans to help you get the most out of email filing and management with FYI.
Step 1 - Review your Email AutoFile App settings.
Refer to Email AutoFile Best Practice
Step 2 - Update User AutoFile modes in bulk in your User List.
Refer to 23:30 in the above webinar for step by step instructions.
Step 3 - Review styling and set up Templates
Refer to Apply Default Font and Font Size for your practice & Creating Templates for Emails
Step 1 - Review and update your Email AutoFile mode & filing defaults.
Refer to Filing Emails
Step 2 - Create emails in FYI.
Refer to Creating Emails #lightspeed with FYI
For more tips refer to Top Tips for Email Efficiencies
Our team are here to help you get more out of FYI. Refer to Consulting Services