Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Lists use icons to provide additional information about documents, emails and tasks.
Hovering the mouse pointer over the icon displays a description and additional information, such as:
- The number of Tasks pending
- The user who is editing the document
- The number of emails in the thread.
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Locked Displays next to the document name if a document is being edited by another user, or if the Workflow Status is set to a level to which you do not have access. |
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Menu icon When hovering over an email, document, task or job in a list, a vertical ellipsis icon displays next to the name. You can click this to access the tools from the pop-up menu in the same way as right-clicking over the item. |
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Draft Displays when the Delivery Status is Draft in FYI (for a Word document or email). Draft emails can be edited in the preview pane by any user, not only the original author. Note: Emails saved via "Draft in Outlook" will be marked as "Sent" in FYI, and should be managed in Outlook from that point on. |
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Pinned The document has been pinned for quick access and to highlight key documents. |
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Tasks Pending Hover the mouse over the Task icon to see the number of tasks that are pending. |
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Document being edited Hover the mouse over the Document being edited icon to see the name of the person who has the document open. This person must finish editing the document before any other user can open it. |
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Document in Co-edit The document is being co-edited internally by another user. |
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Document in Co-edit with Client The document is in Co-edit with Client. |
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Thread The Thread icon displays when there are threads in an email or document trail. You can see the emails or document in the thread from the Threads section in the drawer. Click the Thread icon to display the Thread list filtered to display only the documents in the thread. |
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Email has Attachments Where an email has attachments, the paperclip icon displays next to the email in lists. |
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Document has a Comment This displays when a Comment has been added to a document. |
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Document has been Stapled This displays when the document has been stapled to more or more other documents using the Staple button. Click the Stapled icon to display the Stapled list filtered to display only the documents that are stapled. |
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Created from an Automation Process This displays for a Task when it has been created from an Automation Process. Click the Automation icon to display the Client - Process History Checklist for the relevant process. The Task can be displayed or Completed from the Process History Checklist. For practices on the Elite plan, this icon will also display against time entries that have been created via a Create Time or AutoTime step in the process. |