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FYI provides the ability to set the Filing Defaults for each client.
You can configure these from the Client - Settings tab (refer to Setting Filing Defaults for a Client), as well as in Outlook.
- In Outlook, in the FYI Drawer for an open email, select the relevant filing details.
- Click the Save as Client Default link at the bottom of the Filing section in the FYI Drawer.
If Jobs have been enabled for the selected Cabinet, you can set a default Job for any cabinets on which Jobs can be selected. Refer to Jobs Overview.