The Settings tab is where you can add or change the Settings for the Client and display any Custom Fields that have been set up for the client in Xero Practice Manager.
Settings include the defaults for the Cabinet and Categories that are used when documents and tasks are created for the client. These can be changed if needed. Refer to Filing to Cabinets and Categories.
This tab is also where you can set the default Job (if relevant).
The Send Attachment option is used to select the default for how attachments are sent (by Email, OneDrive or Postal Service, as relevant for your practice's FYI plan). Refer to Setting Filing Defaults for a Client.
This tab also holds a setting for nominating the client to Include in AutoFile. Where the client is part of a Client Group, it is likely the clients in the group will use the same email address. Selecting which of these clients is to be used for the AutoFile determines which will be used when emails are automatically filed. Only clients nominated as Include in AutoFile will be considered during automatic filing of emails. This can easily be changed in FYI if emails and documents need to be refiled under a different client in the group. Refer also to In tray review multiple clients in Email AutoFile Settings and Exclusions.
On the Clients list, you can use the Duplicates button to display any clients which have the same email address and from this you can select which client to nominate to include in AutoFile. Refer to Nominating the Primary Client to Include in AutoFile.