Client Settings

Plan: Available: All plans

Users: Available: All users

Practice Management Source: Available: All sources

The Client Settings are used when creating documents, tasks, or time for the client, and sending and receiving emails.

In FYI, filing details may be set by automation processes, templates, an existing email thread, or manually when creating or filing an item. If filing details have not already been applied, the client settings are used, followed by user and practice defaults. Refer to AutoFile Settings and Defaults.

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Client Settings

The Client Settings displayed will depend on your Practice Management source.

The following settings are available for practices on the Elite plan with FYI selected as the Practice Management source.

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. Email - documents are attached to the email. Collaborate - documents will be uploaded to the New Collaborate site. This is only available for practices on Pro and Elite plans. Postal Service - a message will be displayed at the bottom of the Create Email drawer as a reminder that the client wants to receive documents using the 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.

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. Email - documents are attached to the email. Collaborate - documents will be uploaded to the New Collaborate site. This is only available for practices on Pro and Elite plans. Postal Service - a message will be displayed at the bottom of the Create Email drawer as a reminder that the client wants to receive documents using the 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.

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