Managing Email Threads

When there is a chain of emails in a conversation thread, you have the option of hiding the underlying conversation thread of emails. When Hide Threads is enabled, this hides the underlying conversation thread of emails in lists so you only see the most recent. This gives a more focused view of emails so you can find what you want faster.

When Hide Threads is NOT enabled, the button displays with a grey background.

On a list, if there are threads on a document, and Hide Threads is enabled, the Email Thread icon displays next to relevant emails.

Hover the mouse over the icon to display the number of emails in the thread.

To view all threaded emails in a document 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.

Documents with Threads

When documents are sent to clients' DocuSign or Adobe Sign, and the signed documents are brought back into FYI, they also show as a thread in the same way as email threads. Refer to Digital Signatures (using DocuSign or Adobe Sign).

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 automatically 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.

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.