Email AutoFile Best Practice

Plan: Available: All plans

Users: Not Available: All users, User Group Permissions Available: FYI Admins

Practice Management Source: Available: All sources

These resources provide FYI Admins with everything you need to know to get the most out of Email AutoFile for your practice.

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Taking your Emails #lightspeed with Email AutoFile Watch this trailer to learn how to set up Email AutoFile for your practice, using our best practice recommendations.
Cheat Sheet for Email AutoFile This one-page guide provides the quick steps for FYI Admins to set up Email AutoFile for your practice, using our best practice recommendations. Click here to download the guide as a PDF.
Email AutoFile Best Practice Guide This best practice guide for FYI Admins is a handy guide to: Email AutoFile Fundamentals Best Practice Settings Tips and Tricks to ensure your team gets the most out of FYI’s Email AutoFile functionality. Click here to download the guide as a PDF.
Emails that File Themselves Our 45-minute webinar covers our best practice for Email AutoFile settings and how to make the most of this feature for your practice. Click here to watch the recording to learn more about: Why Email Automation Getting #lightspeed with Emails Action Plan and Key Takeaways Useful links and resources to get you up and running with Email AutoFile.