Andrew

  • Total activity 216
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Activity overview

Latest activity by Andrew
  • Andrew created an article,

    Sending an invoice to an Entity Secondary contact

    When sending an invoice to an entity, it may be necessary to send the invoice to a secondary contact.  Note: The entity must have a second contact Create or Edit the Entity contact   Select 'Send b...

  • Andrew created an article,

    Move a document

    Select 'File Storage' from the left navigation menu Find the file that you wish to move Select the ellipsis menu to the right of the file name and click 'Move'     Select the desired destination f...

  • Andrew created an article,

    Navigating in File storage

    Users can navigate in File Storage using breadcrumbs. The file will show the folder hierarchy. Jump back to a folder by clicking on it's name.  Click on the arrows in between folder names to see f...

  • Andrew created an article,

    View Files in File Storage

    To view files in 'File Storage,' click on the 'File Storage' menu in the left navigation bar.  All contact folders and user created folders unassociated with a contact are visible here as well as f...

  • Andrew created an article,

    Rename a file or folder in File Storage

    Automatically generated 'Contact' files can not be renamed since they are created by the system when the contact is made.  Only user created files with an ellipsis menu on the right side can be ren...

  • Andrew created an article,

    Attach files to an invoice

    Navigate the the Contact and the 'File' tab to display files associated with the contact. Click on the ellipsis menu and then 'Attach' The Contact auto populate and only invoices associated with t...

  • Andrew created an article,

    Attach files to an Invoice

      Navigate to the Contact and the 'File' tab to display files associated with the contact. Click on the ellipsis menu and then 'Attach' The Contact and Matter will auto populate. If multiple matte...

  • Andrew created an article,

    Filtering, Searching & Sorting in File storage

    Use the magnifying glass to search for text in your list. This can be the name of a file, a person's name or entity name.  To find a specific file type, narrow results by filtering by category. B...

  • Andrew created an article,

    Filtering, Sorting & Searching for a File or Folder

    Users can narrow the list of files and folders in order to quickly access relevant documents.  Use the magnifying glass to search for text in your list. This can be the name of a file, a person's ...

  • Andrew created an article,

    Deleting a folder

    'Contact' level folders may not be deleted from this screen. Click here to delete a contact. Only manually created folders with an ellipsis menu to their right may be deleted. Click the ellipsis me...