Features

Email AutoFile Best Practice

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).

6-Point_Plan_cover_image.gif

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:
  • 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.

Email_AutoFile_Cover_Image.gif

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
  • The Evolution of Email Automation
  • Getting #lightspeed with Emails
  • Action Plan and Key Takeaways
  • Useful links and resources to get you up and running with Email AutoFile.
Getting_the_most_out_of_fyi_social_image.gif

 

Was this article helpful?
3 out of 3 found this helpful