The Settings tab is used to select which fields are automatically populated when creating documents, tasks, or time for the client. If defaults are not selected, the Practice Filing Defaults will be used instead.
Settings
Defaults
Filing Defaults
The default filing settings used when emails, documents, and tasks are created for the Client. Filing Defaults can also be set when using the FYI Drawer in Outlook.
The Cabinet will be displayed, along with any Categories if configured for the Cabinet. In the example above, the "Work Type" and "Year" categories have been added for the Correspondence cabinet.
Job
The job will be automatically selected when creating documents, tasks, or time for the client, but can be changed as required.
Send Attachment
Used to select the default for how attachments are sent.
Collaborate - available for practices on Pro and Elite plans.
Postal Service - Displays a message at the bottom of the Create Email drawer as a reminder the client wants to receive documents by Postal Service. This can be changed in the drawer, so that documents can be sent by email if required.
myprosperity - available to practices integrated with myprosperity.
Include in AutoFile
Used when more than one client in a Client Group shares the same email address to select which client the email should be filed against. Refer to Nominating the Client to Include in AutoFile.
Time Rate
When time is created for the client, the Time Rate selected in the Client Settings will be applied automatically. Archived Rates are not displayed.