Displaying the Email Drawer in FYI

Plan: Available: All plans

Users: Available: All users

Practice Management Source: Available: All sources

The Email Drawer is displayed when individual emails are selected from within Documents lists. Information is organised in sections of the Email Drawer providing specific details when expanded and allowing users to edit particular email information from the Drawer.

The following article refers to the Email Drawer in FYI. To display the Email Drawer from Outlook refer to Displaying the Email Drawer in Outlook.

Email Drawer Layout

The details displayed and actions available on the Email Drawer will vary depending on the FYI plan selected by your practice.

By default, all plans will display the following sections: Filing, Attachments, People, Tasks, Activity and Recent Documents.

For practices on the Intermediate plan, the following Email Drawer sections will display.

For practices on the Pro plan integrated with Xero Practice Manager (XPM), additional sections for Time and Workflow will be display.
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For practices on the Elite plan, additional sections for Time and Workflow will display.

Accessing the Email Drawer in FYI

The Email Drawer can be accessed by selecting an email from any Documents list, including your In Tray. Once an email is selected, the Email Drawer will display on the right-hand side.

Tip: When the Email Drawer is displayed, you can select another Email in the list while keeping the drawer open. Expanded sections and the Comments pane stay visible if they were previously displayed. Use the Back button in the toolbar to return to the previous Email.

The following is an example of the Email Drawer, with a filed email selected from the Client Documents list.

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Email Drawer Sections

Filing Status

The email's Filing Status appears at the top of the Drawer.

If the email is Draft Filed, this will display at the top of the Email Drawer. indicating the email has not yet been filed to FYI.

Once the email is Filed, either by AutoFile or manually, the Draft Filed status will be removed.

Name

The Name of the email is displayed at the top of the Email drawer. This identifies the email internally, displaying in Document lists. The Name can be updated without impacting the email's subject line in Outlook, supporting easier searching in FYI.
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Email Drawer Tools

At the top of the Email Drawer, various tools will display depending on the FYI plan selected and the Filing Status of the email.

The following is an example of the tools displayed for an email that has been filed in FYI.

Email Drawer Tool	Details
	Click the Add Task icon to add a new Task for the selected email. Note: Tasks cannot be created from a Draft email in your In Tray or in a Draft Filed view. Refer to Adding a Task to an Email or Document.
	Click the Add Time icon to add time associated with the email. Note: This is available for practices on Pro or Elite plans.
	Disabled by default, click the Starred icon to mark an email for easy personal access in your Home workspace. Refer to Starred Documents.
	Disabled by default, click the Pinned icon to highlight the email as an important document for the whole practice. Refer to Pinned Documents.
	Click the Support Request icon and the Support Assistant will open. Follow the prompts to submit your request, and the document email link will be sent to the support team.
	Click the Copy Doc Link icon to create a Document link. This can be sent to an internal team member. Note: The link will open the email as a Preview.
	The Unique Reference Number is displayed at the top of the Drawer.
	The Name and Date of who created the email is displayed at the top of the Drawer. An email created by 'System' indicates the email was created by an Automation or App.

Filing

The filing section provides a snapshot of who and where the email has been filed to. Users will be able to edit the filing details. Refer to Using the Email Drawer.

Section	Details
Client	Filed Emails Displays the Client the email has been filed to. Draft Filed Emails If multiple clients share the same email address and more than one (or none) have been selected to Include in AutoFile, the Email Drawer in your In Tray will display the message "We found multiple potential clients for this email" under the filing section.
Cabinet	Filed Emails Displays the Cabinet the email is filed to. Draft Filed Emails Displays the default Cabinet based on the AutoFile settings.
Categories	Displays the document categories, such as Year. The document Categories displayed will depend on the default settings of the selected Cabinet, configured by an FYI Admin.
Job	Displays the Job the email is filed to. This field will display if Jobs has been enabled on the selected Cabinet settings, configured by an FYI Admin.

Other Sections of the Email Drawer

Section	Details
Thread	If the email is part of a thread, these emails display in the Thread section. Users can click on the thread to display the email.
Attachments	Displays filed email attachments. Filed Attachments Users can click the Open icon to preview attachments in a new browser tab. Draft Filed Attachments If the email is filed but an attachment is not, the attachment will show as "Draft Filed". Refer to Filing Email Attachments in FYI. Note: Emails migrated to FYI will maintain any attachments within the email itself and will not display in the Attachments section.
People	Displays the email addresses of People included in the email, for both emails drafted and filed in FYI. The People section will not display for Draft Filed emails awaiting filing in users In Tray. Draft Emails The To, CC and BCC emails are displayed and can be edited. The sender is not displayed, as the email may be sent by a user other than the creator. Filed Emails The From, To, CC and BCC emails are displayed and cannot be edited.
Tasks	Displays both outstanding and completed tasks assigned to the Email. Users can complete outstanding tasks or add a new task from this section.
Time	Displays any Time that has been recorded for the email. Users can add time that relates to the email by clicking Add Time. Note: This is available for practices on Pro or Elite plans.
Workflow	Displays the Status, Approver and Owner of the Email that has been set using the Workflow function. For examples, refer to Using the Workflow for Approval. Note: This is available for practices on Pro or Elite plans.
Activity	Displays an audit trail of changes made to the Email, including how the Email was filed.
Recent Documents	Displays a list of up to 10 of the most recent documents created for the Client. Tip: Select a document in the Recent Documents section to preview the document from the Preview Pane. Use the back button to return to the Email Drawer.
Upload	The upload section allows users to upload a new version of the email, for example, if the email was exported, edited outside of FYI and needs to reuploaded. Important: This feature is not considered best practice for Emails and should only be used when necessary.

Comments

Click the Comments tab of the Email Drawer, to add notes to the Email, including tagging team members to collaborate on the Email. Refer to Adding Comments and Notifying Team Members.

Preview and Editor Tabs

Preview

When an email has been sent or received and filed to FYI, or is awaiting to be filed from the In Tray, click the Preview tab to display the contents of the email.

Editor

When a draft email has been created in FYI, click the Editor tab to display the contents of the email. Users can continue to edit the email from the Email Editor. Refer to Sending Emails.