Files

Files

Organize your work under files. A file can be any group of activities you wish to keep track of together, typically a client matter. Record basic file information, and link related contacts, email, appointments, tasks, phone calls, documents, time entries, expenses, and notes.

Topics

●        What is a file?

●        Create a file

●        Close or delete a file

●        View your files list

●        Manage contacts on a file

●        Associate items with a file

●        Manage email on a file

●        Associate new email with a file (set from a file)

●        Manage appointments on a file

●        Manage tasks on a file

●        Manage phone calls on a file

●        Manage documents on a file

●        Manage Dropbox or Box documents on a file

●        Manage time entries and expenses on a file

●        Manage bills and payments on a file

●        Manage trust on a file

●        Manage notes on a file

●        Work with archived items on a file

●        Design custom fields for a file type

●        Track a limitation date on a file

●        View a chronology of items on a file

●        Manage file security

●        Customize file features

●        File Status

[Main Topics]

Amicus Cloud (July 2023)

Copyright