Creating your First Email in FYI

When you create an email in FYI, you can apply an email template, complete the filing details, and choose whether to draft or send the email to leverage workflow functionality.

This example also shows you how to preview an email created in FYI so you can see how the contents of your email signature look.

Step 1 - Creating a new email

1. From FYI, click the + button in the menu bar and select Email from the list of document types. Alternatively, press E to create a new email.
    
2. The Create Email drawer is displayed on the right-hand side.
   
3. Select a Client. If you're testing, you can file the email to an internal client.
   
4. Make any other selections and complete the filing details.
   
   If you need to change or add recipients, select the Recipients link under the Client.
    
5. Select a Template. If one or more templates are available, select a template from the drop-down (or leave this field empty for a blank email).
    
6. Enter a Name for the email. This will prefill if a template has been selected, but you can edit as required.
    
7. The Cabinet will populate based on the template's filing defaults (the AutoFile Defaults section in the template). Review the cabinet and edit as required.
    
8. In Save or Send, you have the option to select:
   • Draft in FYI: the email will display in the FYI Editor, where you can view the email and make any edits.
   • Draft in Outlook: FYI sends your email to your FYI - Drafts folder in Outlook. In FYI, the Delivery field is set to Sent, and the Workflow Status is set to Completed. Continue editing and send the email from Outlook.
   • Send Immediately: FYI sends the email immediately.
      
9. Your email signature will contain Merge Fields, which will only update when the email is sent or drafted in Outlook. You can check how these will be populated using Preview.
    
10. Click Create.

Step 2 - Previewing the email

1. In the Email Editor, click Preview to view how the email will look when sent, including how the Merge Fields in your email signature will be populated.
   
2. The email opens in a new browser tab.
   
3. When you want to send the email, at the top of the Email Editor, click Send.

For more information about creating and sending emails, refer to Creating an Email in FYI.