Disabling Email AutoFile

Email AutoFile cannot be disabled practice-wide, however can be disabled for individual users where required. Users will be able to manage their own AutoFile mode from their settings, while FYI Admins will be able to manage the AutoFile mode from the Users List.

Note: New users added to the practice will have their AutoFile mode set to Disabled by default. 

When the AutoFile Mode is set to "Disabled" for an individual user, sent or received emails will not display in FYI and will display "Not Filed" in Outlook. All emails must be filed manually.

Disable Email AutoFile from My Settings

1. Click the User menu in the top-right corner.
   
2. Click My Settings.
    
3. On the Profile tab, locate AutoFile mode.
   
4. Change the option to Disabled.
    
5. An entry will be added to the user's Profile - Activity section to show the AutoFile mode was changed.

Note: To review emails before filing, select In Tray review. Refer to Setting Defaults and Filing Defaults for your Own Login - My Settings.

Disable Email AutoFile from the Users List

FYI Admins can manage the AutoFile mode for all users from the Users list in Practice Settings. 

For example, an FYI Admin can update the settings for the partners and directors specific users to set the AutoFile mode to Disabled, while keeping the practice default setting enabled for other users.

1. Log in to FYI as an FYI Admin.
    
2. From FYI, click Settings in the top right-hand corner.
    
3. Select Practice settings from the drop-down, then select General.
    
4. Go to the Users tab. The users list will be displayed. Active users will be displayed by default.
   
5. Tick each user to be updated.
    
6. Click Bulk Edit.
   
7. In the Bulk Update drawer, set AutoFile Mode to Disabled.
    
8. Click Run.
    
9. An entry will be added to the user's Profile - Activity section to show the AutoFile mode was changed.

Refer to Managing Users.