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.
You can also set these defaults 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 your practice, you can set a default Job for any other cabinets on which Jobs can be selected.