Managing Templates and Stationery

Plan: Available: All plans

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Available: All sources

This series of OnDemand training videos are designed for FYI admins and users in a User Group that have the Permissions enabled to create and edit Templates.

Working with Templates and Stationery

Watch this tutorial to learn how to:

  • Use the Knowledge Templates List
  • Display your practice letterhead and email signatures
  • Update the status of a template
  • Display activity and recent versions of templates
  • Display the content and merge fields for a template
  • Archive a template.

Editing Email Signatures

Watch this tutorial to learn how to:

  • Display the default email signature for your practice
  • Edit the default email signature for your practice
  • Insert merge fields into an email signature
  • Test the default email signature.

Creating Email Signatures

Watch this tutorial to learn how to:

  • Create a new email signature
  • Copy an existing email signature
  • Add Text and Images
  • Add Merge Fields
  • Format content
  • Change the Template Status from “Draft” to “Active”.

Creating Stationery

Watch this tutorial to learn how to:

  • Create new Stationery
  • Copy from existing Stationery
  • Edit stationery and add merge fields
  • Add a Body Bookmark
  • Set the Stationery to Active.

Importing Templates

Watch this tutorial to learn how to:

  • Importing a Template into FYI
  • Select Filing Details for the Template
  • Add Template Contents and Merge Fields
  • Change the Template Status from “Draft” to “Active”
  • Set AutoFile Defaults.

Creating Spreadsheet Templates with Merge Names

Watch this tutorial to learn how to:

  • Create Spreadsheet Templates in FYI
  • Add Template Contents and apply formatting
  • Insert Merge Names
  • Set the Merge Names Indicator to "On"
  • Change the Template Status from “Draft” to “Active”
  • Set AutoFile Defaults
  • Test the Spreadsheet Template.

Creating Task Templates

Watch this tutorial to learn how to:

  • Create Task Templates
  • Add Template defaults
  • Change the Template Status from “Draft” to “Active”
  • Copy from existing Task Templates
  • Test a Task Template.
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