Client emails often contain attachments that are essential documents in their own right. FYI allows you to file the attachments so they are saved as separate documents. You can set up your practice settings so that email attachments are filed automatically or you can save them manually from Outlook.
Auto-Filed Email Attachments
Email attachments can be auto-filed as separate documents within FYI. The attachments are filed using the same auto-filing rules that are being applied to the email.
Only genuine attachments are filed, and any attachments such as a jpg for a logo or signature are ignored.
When email attachments have been auto-filed, the filing details of the email will display “Attachments have been AutoFiled”.
Your FYI administrator can set up how you want to use auto-filing for email attachments.
Saving Attachments from Outlook
You can also save email attachments manually from Outlook. While you are filing an email, you can save the attachments separately as individual documents in FYI.
In Outlook, open the FYI Drawer for a filed document with one or more attachments.
Click Save Attachments.
A list of the attachments displays in the FYI Drawer with all the files initially included to be saved.
If there is more than one attachment, for any that you do not want to save you can click the Include switch to deselect it.
The list of files displays and shows a check mark next to the files that have been imported.
The attachments are added to FYI as new documents. They are automatically set with the same filing fields as that in the email that they were attached to.