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Issue
Emails are being auto-filed to incorrect Cabinet or Categories.
Cause
Emails are automatically filed using a specific Filing Defaults Order, based on whether it was created by an Automation or from a Template, or from Client, User, or Practice level defaults.
If the email is not being filed as you expected, it may be that different defaults have been applied, or another user filed the email.
To view which Filing Defaults were applied:
- Click on the email to open the Email Drawer.
- Click on the Activity heading to expand the section.
- Review the history to understand if the email was filed using the practice setting, or was manually filed by another user. Refer to Understanding AutoFile Activity on an Email.
Solution
If emails are being AutoFiled to incorrect Cabinet or Categories, you will need to update the AutoFile defaults. Refer to Managing Email AutoFile Filing Defaults.
Please note that some Filing Defaults can only be updated by an FYI Admin or a user with the required permissions.