Setting Filing Defaults for a Client from Outlook

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.

1. In Outlook, in the FYI Drawer for an open email, select the relevant filing details.
2. 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.

Refer to Jobs and Jobs - Enabling Jobs and Setting Client Defaults