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

Or you can set these defaults directly from Outlook.

Here’s how:

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.

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