These resources provide FYI Admins with everything you need to know to get the most out of Email AutoFile for your practice.
6-Point Plan for Email AutoFile
This best practice guide for FYI Admins provides the key steps for setting up Email AutoFile for your practice.
Click here to download the guide as a PDF (or download the file from the bottom of this article).
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.
Email AutoFile Best Practice Guide
This best practice guide for FYI Admins is a handy guide to:
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: