You can return to Draft emails later to make changes and send. However, which system you use to edit the draft will depend on the Draft method selected.
Draft in FYI emails can be re-opened and sent from FYI or opened in Outlook via the "Draft In Outlook" option.
Draft in Outlook emails are opened in Outlook and immediately marked as Sent in FYI. These emails must be managed within Outlook from that point on.
Re-opening and Sending a "Draft in FYI" Email
When an email has been created as Draft in FYI, it shows in the lists with a blue Draft icon.
To edit:
- In FYI click the Documents menu
- Locate the Draft email using the filters or using the blue Draft icon and click the row to open the Email Drawer
- Click the Editor tab from the Drawer
- Make any changes required in the Editor or click Full Screen to expand the email
- You can use the Preview function from the Email Editor to see how all the Merge Fields will populate. Refer to Previewing the Draft in FYI Email in Creating an Email in FYI.
- When you are ready to send, from the Editor click Send.
To send the email without any further editing:
- In FYI click the Documents menu
- Locate the Draft email using the filters or using the blue Draft icon
- Left-click on the row to open the Email Drawer, or right-click to open the pop-up menu (refer to Using the Document Action Tool Bar)
- Click Send
Re-opening and Sending a "Draft in Outlook" Email
When an email has been created as Draft in Outlook, the following actions take place:
- The email is sent to Outlook and stored in the "FYI - Drafts" folder ready for editing/sending
- Delivery is updated to "Sent" in FYI
- Workflow Status set to "Completed" in FYI
The email can only be opened and edited from within Outlook before being sent.
Any changes to the email must be completed in Outlook. Once sent, the updated email will be synchronised back to FYI and filed accordingly.
For information on how to view the Delivery status refer to Emails Sent, Received and Draft and Mail Register Views.
