Features
Setting Filing Defaults for a Client from Outlook
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.
- Then 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.
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