Is there a way I can do a bulk delete of emails and documents?
Yes. Checkmark the documents/emails you want to delete, or click the checkbox in the column heading to 'Select 50'. Then click Delete to delete the selected documents/emails.
This can be done from any list, including your In Tray.
An FYI Admin can also use Bulk Update to delete multiple emails and documents. Refer to Bulk Updating of Filing Details.
If you do not see the delete option, it may be because one or more of the selected emails or documents cannot be deleted. Refer to the FAQ Why can I not Edit or Delete an email or document?
Note: The Delete icon will not be available if you click the 'Select all' option in the checkbox in the column heading. Bulk deleting is limited to 'Select 50'.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray