Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
You can import historical emails using either of the following methods:
Importing historical emails using OneDrive
You can import historical emails by dragging and dropping them to your FYI - My Imports folder in OneDrive. These will be automatically imported to your In Tray, and can be filed individually or in bulk.
Emails imported from FYI - My Imports have a Delivery Status of "Imported".
Refer to use OneDrive FYI - My Imports to automatically import emails to your In Tray.
Filing historical emails from Outlook
You can also file individual historical emails directly from Outlook using the FYI Add-in. To file an email, display the FYI drawer in Outlook and select the email from your Inbox or Sent folder.
To file a historical email to an archived client, an FYI Admin must first enable Allow filing to archived clients in Documents practice settings. When filing the email, select the eye toggle in the Client field to include archived clients in the search. Refer to Filing documents to archived clients.