You can access FYI without having to leave your Outlook Inbox.
By accessing the FYI Drawer you can see the filing details that have been stored with the email in FYI.
Click the FYI icon in the Office ribbon menu
If you are prompted to login to FYI, enter your Microsoft account and password.
The FYI Drawer displays on the right-hand side.
To keep the FYI Drawer always open, click the Pin icon. This will save it from reloading each time.
The Filing section shows the Client, Cabinet and Categories that have been selected for the email, and the owner.
You can easily re-file an existing email including changing the name that displays in the lists for the email, the client, cabinet and categories and the owner.
This allows you to easily correct any information in a misfiled email, directly from Outlook.
- Check if the Client was automatically matched correctly from the email address.
To search for a different Client, type at least three characters of the Client’s name to display all clients containing those characters anywhere in the Client Name. Then click to select the one required.
If the client has default Filing Categories, these will be added in the filing details. You can change any of these, or complete any missing filing information.
Cabinet – such as Client FilesCategories - such as Work Type or Year.
Keywords - Optionally enter one or more Keywords that can be used when searching for the document. This can be used to locate groups of documents or locate documents where that text is not in any other part of the filing details (refer to Searching in Lists).
Owner - defaults to your name and can be changed if necessary by selecting a different FYI user. In document lists, you can easily display the emails for which you are the Owner by clicking the Mine button to set this On. If your FYI subscription level is "Professional", Owner is in the Workflow section of the filing details.
Name - this identifies the email internally and is the name that displays in the lists in FYI. If a default name is provided, for example, from the email subject or the selected template, you can change this as required.
3. Click Create.
The email is now available to everyone in the practice.
When an email is filed into FYI, the Workflow status is automatically set to "Approved".
If any tasks have been created, they are listed in the Tasks section. You can also add a new task from this section.
Refer to Working with Tasks.
A Workflow Status and Approver can be set for information and for approval. Refer to the section Workflow.
Activity is an automatic log of all major events that have occurred on the email including when it was created and any modifications.
The Activity includes the date and time of the activity and the name of the user who completed it.
Recent Documents in the FYI Drawer is a list of the most recent documents and emails created for the client.
Add Task, Add Time and Starred Icons
In the tools at the top of the FYI Drawer are the Add Task, Add Time and Starred Icons.
Click the Add Task icon to add a new Task for the selected email. Refer to Working with Tasks.
Click the Add Time icon to add Time Sheet information. Refer to Time Sheets.
You can mark a document as Starred, or Unstarred with the Starred icon in the Drawer. This allows you to mark specific documents that you personally want to be able to access easily. Refer to Marking and Displaying Starred Documents.
When sending a new email to a client, open a blank email and click the FYI icon.
The FYI Drawer will display giving you access to FYI email templates and the ability to file the email before sending it.
Any replies to this email will automatically be saved to FYI.
Refer to Sending Email