Explore how you can save up to 21 minutes per day with your email management by leveraging FYI.
In this 30-minute webinar, we take you through best practices for creating, sending, filing and managing your emails to get you #lightspeed with your inbox.
In this webinar, we cover:
- Creating emails – quickly create and respond to emails from templates or share documents in just a few clicks.
- Reviewing & approving emails – use document workflow to draft emails and send for approval without all the inbox noise and with full audit control
- Automate your email filing – how Email AutoFile can save you hours a week by filing emails for you automatically.
- Remove inbox noise – use Tasks & Comments to work better together with client emails, removing unnecessary inbox noise and achieving full visibility on Tasks so nothing slips through the cracks.
Click below to play a full recording of the webinar (30 minutes).
Useful Links & Resources
- Top Tips for Managing Emails
- Managing Emails #lightspeed with FYI
- Creating Emails #lightspeed with FYI
- Using Templates to Create Emails
- Replying and Forwarding Emails from FYI
- Filing Emails
- Sharing your In Tray
- Using Workflow to Approve Emails
And to learn more about emails, visit the Emails Feature Guides section in help.
Want more? View all the recordings from the FYI Showcase.