Using the Drawer – FYI

FYI holds information related to an email, document, task, job, or client interaction (such as a meeting, phone call, or file note) in the Drawer.

The Drawer displays on the right-hand side of the screen whenever you select an email, document or job in a list. Refer to Displaying the Drawer in FYI, Outlook and Office.

It also displays whenever you create new emails, documents, tasks, or client interactions in FYI. Refer to Using the + button to Create.

Watch our 3-minute introduction to Using the Drawer:

Using the Drawer for Emails and Documents

The information available from the Drawer will depend on the type of document, email or interaction.

This is where you can:

Change the Name of an email, document or interaction
Update Filing information
View or add Tasks
Display recent Activity
Access Recent Documents created for the client
Preview an email or document
Add Comments for your team
Initiate, view or change a Workflow
View or add Time information
Mark an email or document as Starred for easy access (Starred functions are only available for practices on the "Pro" plan).

For emails, you can also:

View the Thread related to the email or attachment
Display email addresses for People associated with the email
Display any attachments for the email

Refer to Using the Email Drawer.

And for documents you can:

Display and access previous Versions of the document

Refer to Using the Document Drawer.

Using the Task Drawer

The Drawer is used to Create or Update a task.

It is also where you can:

Display and update details such as Task Name, Assignee, Due Date, Status and more
Preview the email or document the task was created for
Add Comments for your team