*Upload limit 900.00 MBīy default, Bill4Time has created a folder for each of your Clients and Matters - these folders cannot be deleted. You can also create new custom folders, which can be nested within a Client, Matter, or within another custom folder - allowing you to design your own organizational structure for your file folders.ġ. Click on the blue 'Create Folder' button to open the New Folder screen.Ģ. Click the blue 'Save' button, and the new folder will appear at the top of the table of documents On the New Folder Screen, enter the name of your new folder.ģ. Note: No two folders may have the same name when in the same location. For example, multiple folders can share an identical folder name when organized under respective Clients/Matters, but they cannot share the same name within a single Client/Matter, as this would create a naming conflict.Īny individual file or custom folder (which may contain other folders and files) can be moved to a different folder location.ġ. Click on the three horizontal dots along the right-side of your file's row.Ģ. In the menu that appears, click on the option to 'Move' your file.ģ. On the Move File screen, you may search for a folder by name or use the arrow icons to navigate through your folders and select a new location.Ĥ. Click the blue 'Move' button to save your changes.ġ. Click on the three horizontal dots along the right-side of your folder's row.Ģ. In the menu that appears, click on the option to 'Move' your folder.ģ. On the Move Folder screen, you may search for a folder by name or use the arrow icons to navigate through your folders and select a new location. Note: On the Move screen, clicking on 'Documents' will relocate your file/folder to the Firm-level, which is the highest level of organization in the hierarchy.Ī File may be copied into a new version. As well, a Folder may be copied and all of its contents (including files and sub-folders containing other files) will be duplicated as well.Ģ. In the menu that appears, click on the option to 'Copy' your file.ģ.
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