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Error "Unable to process template or signature, Merge Field formatting invalid" when sending emails
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My In Tray is taking a long time to load, or sometimes displays ERR
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Formatting is not retained when forwarding an email
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An email that has been filed or sent still shows a grey Draft icon
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Emails sent from FYI are not received by clients/recipients
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People section does not show correct recipients if these are changed in Outlook before sending
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When using bullets or numbering in an email Template, text in the list is overlapping
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When making changes to an Email Template or Signature using the HTML Code View, changes are not saved
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"We encountered an error calling Foundry" when filing email attachments
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"Unknown Email" and "This email is dated before your installation date" when opening emails in the In Tray
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"Unfileable attachment, upload via FYI web" when trying to view, file or open attached emails.
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"Cannot carry out your request" or "Oh no, we had a problem creating your document" when creating an email.
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"An error occurred uploading attachments" when Draft in Outlook email has large attachment(s)
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"Unfileable attachment, upload via FYI web" and attachment is titled "ATP Scan In Progress"
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"Could not find attachments to save" when filing emails with attachments in Outlook desktop
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"Waiting for the machines to run. The email will be uploaded at next synchronisation" in Outlook
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"We can't open '....' - It's possible the file is already open, or you don't have permission to open it." when trying to access an email
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"Message inaccessible due to invalid credentials" why filing an email from the FYI drawer in Outlook
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''This email will not be filed, since the thread is set to removed'' in the FYI Drawer in Outlook when responding to an email
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"FYI could not find this email saved with Microsoft. Thread filing details were not found" in the FYI Drawer in Outlook when filing a reply to an email
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"This type of file can harm your computer. Do you want to keep onedrive.eml anyway?" when opening an exported email
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"Delivery has failed to these recipients or groups" when sending emails in FYI
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, webinars and masterclasses.
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/hc/en-us/categories/360003063191
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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, FYI Desktop, Tasks