Hosted by FYI

Thursday, 21st November
12:30pm AEST

Optimising Stationery & Templates
Find out how to utilise the full power of FYI's stationery and templates to save valuable time and ensure consistency across your practice.

In this masterclass you'll learn:

How to create new stationery and templates from scratch.

How to leverage merge fields to auto-populate documents

How to update existing stationery and templates

How to create new client documents using your stationery and templates, assign documents to partners and insert signatures

Plus some handy tips on email best practice to make sure you're getting the most out of FYI for email management.

Featured Speakers

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