Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
Email Templates can be edited to keep content accurate, change the AutoFile default settings linked to the template, or update the Status.
Tip: For Active email templates, before editing the template, consider updating the Filing Status to Draft to prevent users from accessing the template while making changes.
Edit an Email Template
To edit an Email Template:
- From FYI, click Knowledge, then select the Templates tab.
- Select the Email Template. The Email Drawer opens.
- Expand the Filing or AutoFile Defaults section, and make any changes.
Tip: Changes to the Filing or AutoFile Defaults are recorded in the Activity.
- Click the Editor button to open the FYI Editor. Make any changes required to the content or to the Merge Fields.
- Close the drawer to save the changes.
Changes are displayed in the Activity section of the Drawer.