Threads are used for both emails and certain documents.
On a list, if there are threads on an email, and Hide Threads is enabled, the Email Thread icon displays next to relevant emails.
Note: Thread functions are only available if your FYI subscription level is "Intermediate" or "Professional". Refer to Subscribing to an FYI Plan.
Hover the mouse over the icon to display the number of emails in the thread.
You have the option of hiding the underlying conversation thread of emails. When Hide Threads is enabled, the button displays as green and the underlying conversation thread of emails is hidden so you only see the most recent. This gives a more focused view of emails so you can find what you want faster.
To view all threaded emails in a list, click Hide Threads to disable it. The emails are displayed in the list as separate documents in the list, sorted using the currently set sort sequence for that list. When Hide Threads is NOT enabled, the button displays with a grey background.
Emails that are auto-filed can be automatically threaded (see Email Threads AutoFile below).
Displaying Threads in the Drawer
Where there are threads in a trail, you can see the emails/documents that are in the threads in the Thread section of the Drawer.
You can click on one of the threads in the Drawer to select it in the list and display it in the Preview pane. The currently selected document in the thread displays with a grey background in the Thread section in the Drawer.
If an email or document in the thread has attachments, this shows a paperclip icon next to the document name in the Threads section in the Drawer.
On the list, click the Thread icon next to the document to display the Thread list.
This displays the Documents list filtered to show only the emails/documents in the Thread.
Clicking Clear Thread Filter re-displays the list with all documents.
Documents with Threads
When signed documents are brought back into FYI from a clients’ DocuSign, Adobe Sign or Annature, they show as a thread in the same way as email threads. Refer to Digital Signatures using DocuSign, Digital Signatures using Adobe Sign and Digital Signatures using Annature.
Unlinking a Document from the Thread
To unlink an email/document from the thread, in the Thread section in the Drawer, click the Unlink icon next to the relevant thread. You cannot unlink the topmost part of the thread as this is the summary of the thread.
Note: If you need to send a reply using the unlinked email, and the client then replies to that, the client's reply will be linked back to the original threaded email, unless you change the subject before you send a response to the unlinked email.
Changing Filing Details of Threads Emails
When an email is part of a thread, you cannot change its filing details if it is one of the underlying conversations. If the email is not the most recent in the thread, the Filing section in the drawer is hidden. If you need to change the filing details (such as Cabinet, Category, Jobs, Tags, Keywords) you need to first unlink it from the thread (see above).
Email Threads AutoFile
The Email AutoFile Settings for your practice can be set to Maintain thread filing state (refer to Email AutoFile Settings and Exclusions). When Maintain thread filing state is set "On", once one email in a thread is filed, all other emails in that thread (those that are received/sent before or after the current email) will be filed with the same filing details. If one of the emails in the thread is removed, they are all removed.
Note: When Maintain thread filing state is set "On", when an email from an existing thread is filed automatically, it will not appear in the In Tray of any recipient.
Forwarding Threaded Emails to an Internal Email Address
If you forward an email to an internal email address, this will break the thread. So if the person the email was forwarded to then replies to the client this will not thread the email and therefore it will not automatically file it under the thread. If you need to notify an internal user about an email, you can send a comment or set up a task (refer to Adding Comments and Notifying Team Members and Adding a Task to an Email or Document).