- In FYI, click on the relevant document in one of the lists.
- In the Drawer, click Filing to expand the section.
- Change the filing details as relevant.
You can change the Cabinet or Category.
You can add Tags and Keywords (refer to Tags and Keywords).
Note: Any changes made to the Filing details in the drawer are saved automatically.
- The Name displays at the top of the drawer. This identifies the document or email internally and is the name that displays in the lists in FYI.
You can change the Name in the drawer. Click the Name field, make the change to the Name and click the Tick icon to save the change (or click the X icon to not save the change).
Refer also to Bulk Updating of Filing Details.