The best way to do this would be to use Tags or Keywords. Refer to Tags and Keywords.
Articles in this section
- Why can I not Edit or Delete an Email or Document?
- Why am I getting an error message when deleting a cabinet?
- Why can't I find a newly saved template?
- Why does the Drawer in FYI not display as expected?
- How to check if you are logged into Office 365 on your desktop?
- Can I save a document in FYI that is not associated to any clients?
- Why can't I see the File button in my In Tray?
- How to maintain emails in a thread?
- How do I update edited documents in Dashboard - My Edits?
- Why is the Preview pane not showing the Document contents?