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FYI for Outlook

FYI

Enables users to manage email from with Outlook including re-filing, workflows and task delegation

FYI is a robust document management service enabling firms to go paperless and to drive critical workflows. Our unique CRM functions minimise the effort required to capture client interactions through automation, allowing you to engage with your clients more effectively.

Use FYI for Outlook with your FYI online account to manage your client’s email's and interactions to improve both productivity and client service.

FYI for Outlook requires an account with FYI (www.fyidocs.com)

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
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