Setting Filing Defaults for a Client from Outlook
FYI provides the ability to set the Filing Defaults for each client.
You can configure these from the Client - Settings tab (refer to Setting Filing Defaults for a Client).
Set Filing Defaults in Outlook
You can also set them directly from Outlook as follows.
- In Outlook, in the FYI Drawer for an open email, select the relevant filing details.
- Then click the Save as Client Default link at the bottom of the Filing section in the FYI Drawer.
Setting a Default Job for a Client
If Jobs have been enabled for the selected Cabinet, you can set a default Job for any cabinets on which Jobs can be selected.
Refer to the section Jobs and Setting Up Jobs in FYI and Enabling Jobs and Setting the Default Job for a Client.
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