To save time filing documents for a specific client, FYI provides the ability to set defaults for each client.
You can configure these settings from the Clients - Details tab.
Refer to Setting Filing Defaults for a Client
Or you can set these defaults directly from Outlook.
In the FYI Drawer for an open email, select the relevant filing details and then click the Save as Client Default link.
Setting a Default Job for a Client
If jobs have been enabled for your practice, you can set a default Job for any other cabinets on which Jobs can be selected.