Will attachments with the status of "Draft Filed" remain in FYI or will they expire/be deleted?

Plan: Available: All plans 

Users: Available: All users

Practice Management Source: Available: All sources

Email Attachments with the status of "Draft Filed" will remain in FYI and will not expire or be deleted. This status means FYI has identified a match on the client email address, and either In Tray Review is enabled or there are multiple clients associated with the address.

The document will remain in the user’s In Tray until it is either filed or removed.

For more information, refer to the following articles:

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