- How does FYI determine the Owner of an email?
- Why are emails not filing correctly, not being auto-filed or there are documents in my In Tray that I do not recognise?
- How can I use a Shared Mailbox?
- How does FYI handle emails with BCCs?
- Why are emails being automatically filed to the incorrect Cabinet or Category?
- When I generate a new email, is it best practice to start this in Outlook or FYI?
- What is the difference between the blue and white envelope icons that display in lists for emails?
- Can I restrict access to the FYI email feature for some users?
- How can I automatically add my signature information to an Email?
- Why are the images from the FYI Email Signature enlarged when viewing in the desktop version of Outlook?
- Is there a way to attach two email signatures in FYI?
- Can I email internal staff a link to a document in FYI?
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, FYI Desktop