Saving Documents to Archived Clients

Once a client has been archived, it will not be included in the Client search when creating new documents.

If you need to file documents in FYI for an archived client, this can be done from the Clients workspace.

1. From the Clients workspace, display archived clients by clicking the Show Archived toggle to "On".
   
   The Clients list displays and includes archived clients.
   
   
2. Open the archived client and display the Clients - Documents tab.
3. You can then use Drag and Drop to copy one or more documents into FYI directly from Windows Explorer or from your desktop. Refer to Drag and Drop.
   The client name is automatically selected in the Import as the archived client. Enter the filing details in the usual way.
   
   

Note: This method is not optimal for Emails. If you need to save emails to an archived client, you can first save the emails (from Outlook, using Save As and save the .msg filed to a folder or to your desktop) and then import the email file with drag and drop using the method above.