Desktop:Operation: Difference between revisions
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* [[How-To:Authorise Payments|How To Authorise Payments]] | * [[How-To:Authorise Payments|How To Authorise Payments]] | ||
* [[How-To:Process Batch Payments|How To Process Batch Payments]] | * [[How-To:Process Batch Payments|How To Process Batch Payments]] | ||
* [[How-To:Transfer Funds from Trust to General|How To Transfer Funds from Trust to General]] | |||
[[Category:Desktop]] | [[Category:Desktop]] | ||
Revision as of 07:39, 30 October 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