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The Draft Filed view in FYI is used to show documents that are sitting in a user's In Tray. However, there are cases where the view may not indicate which user's In Tray the document is currently in. Instead, it may only show the original Owner or the last user who modified the document.
This can occur where:
- The Owner of a document has been changed using the Jobs Drawer or via the Bulk Update function. In these instances, the document may still remain in the original user’s In Tray, but the Draft Filed view reflects the updated Owner, which creates the discrepancy.
To resolve this, consider the following:
Use the Move function instead of Bulk Update when transferring ownership of documents between users. This ensures that the document is moved to the new Owner’s In Tray. Refer to Managing your In Tray.
- The document has been auto-filed to a cabinet that the user does not have access to. If the user is not a member of the associated User Group, the document will not appear in their In Tray, even if it is listed under their name in the Draft Filed view. Refer to Why does the Draft Filed view show documents for users but those users do not have any documents in their In Tray?.