In FYI, your Home - In Tray lists emails and documents that have been brought in from external services, either automatically or during an import.
This article contains the following sections:
- Using your In Tray
- Filing or Deleting Emails and Documents from your In Tray
- Filing Email or Document from the In Tray
- Deleting an Email from your In Tray
- Emails with Attachments
- Filing Emails where the Address is Shared by Multiple Clients
- Filing Email Using Bulk Update
- Filing Multiple Emails/Documents
- Moving Emails/Document to another User's In Tray
- Sharing your In Tray
Using your In Tray
Your In Tray includes Client emails that have been imported from your Outlook Inbox and Sent folder, ready for you to review before making them available to all FYI users across your practice.
Depending on your practice's Emails AutoFile Settings, they will have been auto-filed to a Client and Cabinet. External emails are also included. Usually internal emails are excluded. Refer to Email AutoFile Settings, Exclusions and Practice Filing Defaults.
Note: If a user's email address is specifically excluded from AutoFile with the Email AutoFile Exclusions, that user will not receive any emails or attachments in their In Tray to review.
Emails that are related to the same conversation are threaded. If there are threads on an email, the Email Thread icon displays next to relevant emails. This means you can file a thread of multiple emails in one go. Refer to Managing Email Threads.
You can include the Delivery column in the In Tray to display whether an email/document has been received or sent.
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.
Filing or Deleting Emails and Documents from your In Tray
When you file or delete an email, it will be cleared from your In Tray in FYI.
- When you delete an item in your In Tray, it will not be deleted from Outlook.
- When you file an item from in your In Tray, it will be marked as “Filed in FYI” in Outlook. So, you only need to file the email in one location. Refer to 'Filed in FYI’ Label in Outlook.
- When you file an email directly from Outlook using the FYI Drawer, it will be automatically removed from your In Tray and filed in FYI.
- If a secondary recipient files the email from their Outlook or FYI In Tray it is removed from your In Tray.
Video Walkthrough
For a video walkthrough of this feature, refer to Filing 'Draft Filed' Emails from your In Tray.
Filing Email or Document from the In Tray
- From FYI, display the Home - In Tray tab.
- Click to select an item in the list, or use the checkbox on the left-hand side.
The drawer displays for you to select the filing details.
- You can preview an email/document by clicking Preview on the side of the Drawer.
- In the Drawer, change or select any of the Filing details as relevant.
- Click File to file the selected email/document and leave the drawer open.
Or
Click File & Close to file the selected email/document and close the drawer.
The selected Cabinet determines any fields which are not "Optional" and must be selected before you can file the email/document (refer to Managing Cabinets). If any required fields are not entered, a message displays at the top of the drawer.
The email or document is now available to everyone in the practice.
When an email is filed in FYI, it will display in your Outlook with the blue Filed in FYI message (refer to 'Filed in FYI' Label in Outlook).
If required, you can delete if from your Outlook. This will not delete it from FYI.
Deleting an Email from your In Tray
If you wish to delete the selected email, click Delete in the tool bar. Or right-click and select Delete from the tool bar pop-up menu. Refer to Using the Document Action Tool Bar.
You can also select multiple emails in a list using the check-boxes on the left-hand side. and delete more than one at a time.
Deleting an email from your In Tray will not delete it from your Outlook.
You can delete any received or sent email in your In Tray, even when it has a Workflow Status of "Complete".
Note: Any unfiled documents that are deleted from your In Tray are not shown as deleted documents. Due to privacy considerations, they are hidden from view. If they need to be recovered, please contact the FYI Support Team at support@fyidocs.com.
Emails with Attachments
Refer to Filing Email Attachments for details.
Filing Emails where the Address is Shared by Multiple Clients
Where an email address is shared by more than one client, you would usually have set which client to file these under by setting Include in AutoFile. Refer to Setting Filing Defaults for a Client and Nominating the Client to Include in AutoFile.
If an email is received where the email address is shared by more than one client, and if no client has been nominated as Include in AutoFile, the email is automatically marked as "Multiple Clients" and sent to the In Tray. When filing the email from the In Tray, a list of the clients who hold that email address displays in the drawer so you can select which client to file it under.
When filing the email from the In Tray, a list of the clients who hold that email address displays in the drawer so you can select which client to file it under.
If the email with multiple clients has any attachments, you will also need to select the client to file the attachment(s) under.
If your practice has set Include Client's Contacts setting in Email AutoFile Settings and the email is sent to or received from a client Contact that is linked to multiple clients, the clients that the email is shared across will also be shown so the relevant client can be selected. Refer to Email AutoFile Settings, Exclusions and Practice Filing Defaults.
Filing Email Using Bulk Update
You can use Bulk Update to file multiple emails and documents from your In Tray.
- Use the checkboxes on the left-hand side to multi-select all items that you want to file in the same location.
- Click Bulk Update.
- The Bulk Update Drawer displays with the fields that you can change.
- Make your selections for Client, Cabinet and for the fields you want to apply to all the selected documents. For details, refer to Bulk Update.
- Click Run.
Using Bulk Update in your In Tray is also useful if you want to change the Owner or Workflow Status of an email or document without filing it. Changing the Owner of an email or document, without filing it, will add it to the In Tray of the new owner and it will also still be included in the In Tray of the original owner.
Refer to Bulk Update.
Filing Multiple Emails/Documents
You can also select multiple emails/documents in your In Tray. This allows you to delete multiple emails/documents from your In Tray.
When selecting multiple emails/documents, if they all have the required filing details selected, you can click the File button in the tool bar.
If any of the selected emails/documents do not have all the required filing details selected, the File button is not enabled.
Moving Emails/Document to another User's In Tray
You can move one or more emails and documents from your In Tray to another user's In Tray. The new user will then be able to file the emails or documents from their In Tray.
- Select one or more emails and or document in your In Tray.
- Click Move in the tool bar. Or right-click and select Move from the tool bar pop-up menu (refer to Using the Document Action Tool Bar).
- You are prompted to select the User whose In Tray you want to move the emails/documents to. Only one user can be selected.
- Click to tick the relevant User.
- Click OK.
A message displays that the emails/documents are being moved.
The move is recorded in the Activity section of the document, for example, as "In Tray Document moved from Liz Hurst to Troy Steele".
If the email has any attachments, and only the email is moved, when the email is filed it is automatically filed with the same filing details as used for the email.
When the moved email is filed, it shows in the Home - My Recent of the original user.
Note: If you want to add an email or document to the In Tray of another user but also leave it in your In Tray, you can use Bulk Update in your In Tray to change the Owner of an email or document without filing it. Changing the Owner of an email or document, without filing it, will add it to the In Tray of the new owner and it will also still be included in the In Tray of the original owner.
Sharing your In Tray
If at any time you need to re-delegate 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 Sharing your In Tray.
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.
Viewing In Tray Contents from a Documents List
In a Documents list, you can select the Draft Filed view to see the contents of your In Tray. This view shows only documents with the Filing Status of "Draft".
If you are an FYI Admin, this will display all documents that have the Filing Status of "Draft" for all users and allows you to see the contents of all users' In Trays. Refer to FYI Admin view of all Users' In Trays.
Questions about your In Tray
For questions and issues relating to your In Tray, refer to:
Why do emails not appear in my In Tray?.