Sharing documents using myprosperity

For practices integrated with myprosperity, documents can be shared from the Documents list in FYI to myprosperity, either with an email notification or without sending an email using Share No Email.

Documents can also be shared automatically using myprosperity by creating a custom process with the myprosperity Share Document step.

Sharing documents using myprosperity

The myprosperity integration supports document names of up to 100 characters. If a document name exceeds this limit, FYI displays an error.

You can share up to 10 documents at one time.

Share and email documents

1. In FYI, select one or more documents in the Documents list. 
    
2. Select Share from the toolbar. The Create Email drawer displays.
   
3. In the Send attachments drop-down, select myprosperity.
   
4. Select an Email Template. The template must include the merge field AttachmentLinks.
   
   When the email is created, the merge field populates the email with the document name as a clickable link.
    
5. Select additional recipients if required.
   
   If the selected recipient does not have an email address, you will not be able to select Create to send the email. Select an alternative recipient, or remove the recipient from the email.
    
6. In Save or Send, select Draft in FYI, Draft in Outlook or Send Immediately.
   
   Emails saved as Draft in Outlook are marked as Sent in FYI immediately, and the Workflow Status is set to Completed. Manage the email in Outlook from that point.
    
7. Select Create. The email is saved or sent according to the option selected in Save or Send.

Share without an email

To share documents using myprosperity without sending an email, use the Share No Email function.

1. In FYI, select one or more documents in the Documents list. 
    
2. Select the arrow on Share, then select No Email.
   
3. The Share Document drawer is displayed.
   
4. The Client is automatically selected. 
    
5. From the Send Documents drop-down, select myprosperity.
   
6. Select Send.