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Filing your emails efficiently ensures all client communications are captured, allowing the wider team to be across important client information.
These short videos demonstrate how you can get #lightspeed with email autofile and how to file and refile emails from within FYI and Outlook.
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 in FYI and removed from your In Tray.
Take your Emails #lightspeed with Email AutoFileWatch this trailer to learn how to set up Email AutoFile in My Settings, using our best practice recommendations.
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Filing Emails from OutlookWatch this tutorial to learn how to:
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Filing 'Draft Filed' Emails from your In TrayWatch this tutorial to learn how to:
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Filing 'Not Filed' Emails from OutlookWatch this tutorial to learn how to:
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