Desktop:Operation: Difference between revisions
No edit summary |
No edit summary |
||
| Line 14: | Line 14: | ||
== <big>Documents</big> == | == <big>Documents</big> == | ||
* [[Document|What is a Document]] | * [[Document|What is a Document]] | ||
* [[How-To | * [[How-To Create Document|How to Create Document]] | ||
* [[How-To:Upload Document|How to Upload Document]] | * [[How-To:Upload Document|How to Upload Document]] | ||
* [[How-To:Create Brief Document|How to Create a Brief]] | * [[How-To:Create Brief Document|How to Create a Brief]] | ||
Revision as of 06:49, 30 September 2024
This resource is designed to guide you through the process of using the ContactsLaw Desktop App effectively. Whether you're looking to add new contacts, create a matter, or explore other features, you'll find clear instructions and helpful tips here.
Contacts
Matters
Documents
- What is a Document
- How to Create Document
- How to Upload Document
- How to Create a Brief
- How to Create a New Template
- How to Create PDF Template
Billing
Reconciliation
Activities
- What is an Activity
- What is a Task
- How to Start a Processes
- How to Create Tasks
- How to Create a New To-Do
- How to Set and Schedule an Appointment