An email displays as 'Not Filed' when the email address cannot be matched to a client or contact in FYI, or AutoFile has been turned off for your practice.
Watch this tutorial to learn how to:
- Access the FYI drawer from within Outlook
- Identify the 'Not Filed' status of emails in Outlook
- Rename the name of emails and attachments
- File the email and attachments from Outlook
- Add comments to an email
- Display the filed email and attachments in FYI.