Setting Filing Defaults for your Practice

Filing Defaults can also be set at the practice level. When auto-filing emails, and when creating a new email or document in FYI, if Filing Defaults are not available for either the relevant Client or User, the Practice Filing Defaults for Cabinet and Category will be applied as the defaults for the filing.

The Practice Filing Defaults are selected in Automations - Apps - Email AutoFile from the Defaults tab. Refer to Email AutoFile Settings, Exclusions and Practice Filing Defaults and to Introduction to Email AutoFile.

These settings can only be managed by an FYI Admin, or a user in a User Group that has Permissions enabled for Automations.




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