Plan: Available: All plans
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
Calendar Entry AutoFile automatically imports and files client meetings from your users' Outlook calendars, creating Meeting records in FYI.
Importing Calendar Entries
- Calendar entries are imported only when an attendee's email address matches a client email address in FYI.
- The import runs every 12 hours and imports calendar entries from the previous 12 hours.
- Calendar Entry AutoFile follows the same In Tray Review settings as Email AutoFile. If In Tray Review is enabled for a user, imported Meeting records are added to their In Tray for review.
For practices with Meeting Transcripts enabled, additional settings determine which meetings are imported, including internal, external, and private meetings. Configure these separately using the meeting and transcript import settings.
Enabling Calendar Entry AutoFile
Email AutoFile must be enabled before using Calendar Entry AutoFile.
- Select Automation, then the Apps tab.
- For Calendar Entry AutoFile, select the cog icon to open the app.
- Enable Calendar auto-filing. The page refreshes automatically.
Displaying Calendar Entry AutoFile meetings
Imported calendar entries are available as Meeting records in the Documents list. To display meetings imported from Outlook calendars, filter the Source column to FYI Calendar.
Older calendar imports may not appear when filtering by FYI Calendar, as this source value applies only to meetings imported after it was introduced.