Filing Emails from Outlook

Filing client emails is crucial to ensuring a complete client file inside of FYI. FYI attempts to AutoFile emails where possible, but given there are a number of situations where this is not possible (such as when the user has In Tray review activated), it's important to know how to file and refile emails from within Outlook.

Watch this tutorial to learn how to: 

• Access the FYI drawer from within Outlook
• Identify the filing status of emails in Outlook
• Action emails from your In Tray in FYI
• File emails from Outlook
• Add comments and tasks to an email.

Note: For In Tray users: You only need to file an email from one location. Therefore, if an email is filed from within Outlook, it will be filed inside FYI and removed from your In Tray.