Filing Emails

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 AutoFile

Watch this trailer to learn how to set up Email AutoFile in My Settings, using our best practice recommendations.

 

Filing Emails from Outlook

Watch this tutorial to learn how to: 

  • Access the FYI drawer from within Outlook
  • Identify the filing status of emails in Outlook
  • Refile the email and attachments in Outlook
  • Add tasks to an email
  • Display the filed email and attachments in FYI.

Filing 'Draft Filed' Emails from your In Tray

Watch this tutorial to learn how to: 

  • Access the FYI drawer from within Outlook
  • Identify the 'Draft Filed' status of emails in Outlook
  • Display draft filed emails in your In Tray in FYI
  • File the email and attachments from FYI
  • Display the filed email and attachments in your client's workspace
  • Display the filed email in Outlook.

Filing 'Not Filed' Emails from Outlook

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.

 

 

 

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