Find out how you can get #lightspeed with your client communication following our best practice processes.
In this 30-minute webinar, we'll guide you through best practice processes to seamlessly share and receive documents and emails with your clients.
Topics include:
- Best Practice for Sharing & Receiving Documents - interacting with attachments for emails and securely sharing information with Collaborate.
- Bulk Emailing your Clients - using Automation and Templates to easily communicate with many clients securely.
- Your Questions Answered - loads of tips and tricks to help you better manage your documents and emails.
Click below to play a full recording of the webinar (30 minutes):
Useful Links & Resources
For more information regarding the features that were demonstrated and discussed in this webinar, refer to:
- Best Practice for Working with Documents
- FYI Desktop App
- FYI Browser Extension
- Creating Emails #lightspeed with FYI
- Top Tips for Managing Emails
- Sharing your In Tray
- Email AutoFile Best Practice
- Secure document sharing with clients and contacts at #lightspeed
- Working with the Upload Folder
- Automation Fundamentals
- Sending a Bulk Email to all Clients
- Sending a Bulk Email with an Attachment
- Draft Filed Reminder
- Client Upload Notification