Saving Documents to Archived Clients

Archived clients aren’t included in the client search when creating new documents. To file documents or emails to an archived client, import them 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.

Filing documents to an archived client

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.
   

The imported document is filed against the archived client.

Filing emails to an archived client

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 threaded with the original email. For more information, refer to Managing Email Threads.

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. Click 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.

The imported email is filed against the archived client.