Features
New improvements to email drafts
With these new improvements, you can easily collaborate with your team on email drafts prior to sending them.
- Draft emails can be reviewed, edited and approved by another user before sending
- Drafts can be sent to an ‘FYI - Drafts’ folder in Outlook to access additional functionality like ‘flagging’ or ‘marking as read’
- This improvement makes it easy for teams to work together
- Ensures only the best quality emails are sent to clients
Learn more about Sending Immediately or Saving a Draft.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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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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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, FYI as Primary, Workflow Jobs, Automation, Elite