Filing documents to archived clients

Archived clients aren’t included in the client search when creating new documents. When Allow filing to archived clients is enabled, you can file eligible emails and documents to an archived client. You can also import documents or emails from the archived client’s Client - Documents tab.

Before filing documents or emails, you can display archived clients in the Clients list by filtering the Status column.

Unfiled emails and documents

Individual emails and documents can be filed to an archived client where the Filing Status is:

• Draft Filed
• Not Filed
• Deleted

This feature is only available from the In Tray, Draft Filed view of the Documents list, or FYI drawer in Outlook and Office.

1. Select the relevant email or document to display the drawer.
2. In the Client field, select the eye toggle to include archived clients.
   
3. Enter the archived client’s name, then select it from the drop-down. FYI displays the Archived label after each archived client’s name.
   
4. Update the remaining filing details as required.
5. Select File.

Once an email or document has been filed to a client, you will not be able to select archived clients from the drop-down. To refile the email or document to an archived client:

1. Use Bulk Update in FYI to set the Filing status to Draft for the email or document.
   
   Alternatively, the Filing status for emails can be updated to Not Filed in Outlook by selecting the trash can icon in the FYI drawer to remove the email from FYI. The email will remain in your inbox.
   
2. Select the eye toggle to include archived clients.
3. Type a few characters to search for the archived client. Select the client in the drop-down. 
4. Update the remaining filing details.
5. Select File.

Importing Documents

Drag and Drop

Documents can be filed to archived clients from the Clients workspace using Drag and Drop.

1. Open the archived client and display the Client - Documents tab.
2. Drag one or more documents from File Explorer or your desktop into FYI. The client name is automatically selected in the Import drawer as the archived client.
3. Update the filing details as required.
   
4. Select Create.

The imported document is filed against the archived client.

Importing emails from Outlook

Emails need to be saved from Outlook before they can be imported to an archived client.

Emails imported using drag and drop can’t be included in email threads with the original email.

You can’t reply to or forward an email that was imported in .msg file format. If you need to reply to or forward the imported email, convert the .msg file to .eml before importing it.

1. In Outlook, select the email you want to file to the archived client.
2. Select Save As.
3. Save the email file to a folder or to your desktop.
4. Open the archived client in FYI and display the Client - Documents tab.
5. Drag the saved email file into FYI. The client name is automatically selected in the Import drawer as the archived client.
6. Update the filing details as required.
7. Select Create.

The imported email is filed against the archived client.