Emails, documents and calendar appointments can be filed or deleted from FYI via your Dashboard - In Tray.
When you file or delete an item in your In Tray, this clears it from the In Tray.
As each client interaction is filed using FYI, it will be included in the overall practice document list and shared with the entire practice. The Delivery column in the In Tray displays whether an email/document has been received or sent.
From FYI, display the Dashboard.
If the In Tray is not already displayed, click the InTray tab.
Click to select an item in the list.
To preview an email/document, click Preview on the side of the Drawer.
In the Drawer, change or select any of the Filing details as relevant and click on File.
When you click File, the email or document is now available to everyone in the practice.
When an email is filed into FYI, the Workflow status is automatically set to "Approved".
Deleting a Document from your In Tray
If you wish to delete the selected email, click Delete in the tool bar.
Client that is Part of a Client Group
If an email is received where the email address is shared by more than one client, and none have been nominated to Include in AutoFile, a list of the clients who hold that email address displays in the drawer so you can select which client to file it under. Refer also to Setting Filing Defaults for a Client and Nominating the Client to Include in AutoFile.
In Email AutoFile Settings and Exclusions in Automation, you can set the option In tray review multiple clients to "On" so if no client has been nominated and if an email is received where the email address is shared by more than one client, the email is marked as Multi Client. In the In Tray, when filing the email, a list of the clients who hold that email address displays in the drawer so you can select which client to file it under. Refer to Email AutoFile Settings and Exclusions.
Customising your In Tray
You can customise your In Tray by adding, removing and moving the columns that are included. Refer to Adding/Removing/Moving Columns in a List.
Sharing your In Tray
If at any time you need to redelegate unfiled documents in your In Tray, you can share your In Tray with one or more users. This can use useful, for example, if you are going to be away and you need someone else to check and file or delete documents in your In Tray for you. Refer to Individual Settings.
If you have shared your In Tray, you can use the Filter by Owner button in the In Tray to select which documents to display.