Email AutoFile can be one of FYI's biggest time-savers when done right! Make sure your practice is reaping the full benefits from this feature.
Join Rob Cameron, CEO and Co-Founder of FYI, and Cassie Kaddatz from our Client Success Team for a deep-dive into Email AutoFile.
In this 60-minute masterclass, you will learn:
• How to make the most of recent changes to Email AutoFile
• How to apply best practice AutoFile settings
• Some tips for your In Tray
• How to use Activity Details on an email
• How to manage email attachments
• And more!
Plus, the bit we just can’t keep to ourselves...a sneaky-peek into FYI’s product roadmap!