New emails and client meetings are intelligently auto-filed by FYI based on a combination of the conversation thread, template defaults. Filing defaults can be set at the practice level as well as clients and user defaults.
Email AutoFile Settings and Exclusions
Your Email AutoFile settings control how the automatic filing of email from Outlook is managed. Exclusions allow your practice to block emails that are sent from specific email addresses or domains from being filed automatically.
These settings and exclusions can be managed by an FYI Administrator via the Automation dashboard. Refer to Email AutoFile Settings and Exclusions.
Calendar Entry AutoFile
The Calendar Entry AutoFile process automatically imports and files all client meetings from your users' Outlook calendars. They are created as Meetings in FYI so your practice can automatically store a record of all client meetings. Refer to Calendar Entry AutoFile.
Filing Defaults for a Client
FYI allows you to set filing defaults for each client. This can be used to set a default cabinet and categories, a default job and how attachments are sent to a client. The settings for Cabinet, categories, Job (if relevant) are also used in the AutoFile of emails.
Where a client is part of a group, you can set which client to use as the Primary client for the AutoFile. Refer to Setting Filing Defaults for a Client.
Filing Defaults for Individual Users
Personal filing defaults can be set up to reflect the preferences of individual users. Each user can set defaults for their own login via their Profile settings. This is where individual defaults can be set for notifications, attachments, and how you prefer to open Office products (via the Desktop or Online).
Users can also set their filing default to override the practice-wide default setting for how emails are auto-filed. This may be useful, for example, for partners and senior managers who prefer to review emails in their In Tray before making them available practice-wide.