There are many things that FYI relies on client information for, so we do not currently allow filing to ‘No Client’.
As an easy way around this we recommend creating an “Internal client”, “Non-Client” in XPM. This will allow you to file documents to your preferred cabinet without selecting one of your other clients.
Note There is one exception to this. You can add documents to Knowledge without selecting a client. Refer to Knowledge.
You can configure specific cabinets and categories to store non-client documents. In FYI you can configure as many cabinets as you want and each cabinet can have its own categories. You can also configure the security for who can access cabinets via the user groups.