If you cannot find emails/documents that you have filed to a client, use the following to check.
- Use the Search and Retrieve options to look for missing emails/documents. Refer to Searching in Lists and Sorting and Filtering.
- Check if the User Group assigned to your login has access to the Cabinet.
Documents are categorised according to the requirements of your own practice and the top level of categorisation is commonly the "Cabinet" (for example, Client Files, Partner Files, Practice Admin). Access to documents in a Cabinet can be restricted to a specific User Group. Refer to Creating User Groups.
- Check the Deleted Documents to see if the document has been deleted. From the Documents workspace, select the Deleted Documents view. Refer to Deleting a Document and Deleting Emails from FYI.
- Check if an email is part of a thread. Refer to Managing Email Threads.
Refer also to the FAQ Why has an Email or Document "disappeared" from FYI?