In a Documents list, the Draft Filed view can be selected to view emails and documents that are waiting to be filed and have a Filing Status of "Draft".
An FYI administrator automatically sees the emails and documents with a status of Draft for all Owners so an FYI administrator sees all the emails and documents that are in other peoples' In Trays.
All other users can only see their own Draft Filed documents so this view shows the same emails and documents as in their In Tray.
- An FYI Administrator can filter the column Owner for one or more users to display the contents of a specific user's In Tray. This can be used, for example, if a user is getting behind, or if a user does not have access to a cabinet.
- By including the From, To and CC columns, the email addresses display and an FYI administrator can use this as a source to check any additional email addresses or domains that need to be added as exclusions in the AutoFile (refer to Email AutoFile Settings and Exclusions).
- The view can also be used if a user has left and is now "Inactive". If the user has already been set as "Inactive", you cannot select the user name as a filter in the Owner column, but you can sort the Owner column to group the documents together by user.
- This view can also be useful if you need to access an email or document that a user cannot access in their In Tray for one of various reasons (refer to Error "You do not have access to this document" or "This document is saved to a secure cabinet or secure client" when filing an email or document).