FYI holds information on Filing, Tasks, Comments and other Activity related to an email, document or client interaction in The Drawer.
The Drawer can be displayed from within FYI, Outlook or Office.
Displaying the Drawer in FYI
When you click on an Email or Document in a list, the FYI Drawer displays on the right-hand side of the screen.
Displaying the FYI Drawer in Outlook and Office
Thanks to deep integration with Microsoft Office, you can access FYI from within your Outlook Inbox and when you create or open a Microsoft Office document using Word, Excel or PowerPoint. This gives you direct access to the filing details for the document in FYI.
Simply click the FYI icon in your Outlook or Office ribbon menu.
The FYI Drawer displays on the right-hand side.
Displaying the FYI Drawer in Office:
Displaying the FYI Drawer in Outlook:
To keep the FYI Drawer always open, click the Pin icon. This will save it from reloading each time.