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.Here’s how:
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, 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
The email or document is now available to everyone in the practice.
5. If you wish to delete the selected email, click Delete in the toolbar.
When an email is filed into FYI, the Workflow status is automatically set to "Approved".