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. 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. In the menu that appears, click on the option to 'Move' your folder.ģ. Click on the three horizontal dots along the right-side of your folder's row.Ģ. Click the blue 'Move' button to save your changes.ġ. 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. In the menu that appears, click on the option to 'Move' your file.ģ. Click on the three horizontal dots along the right-side of your file's row.Ģ. 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. Note: No two folders may have the same name when in the same location. 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. Click on the blue 'Create Folder' button to open the New Folder screen.Ģ. 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. *Upload limit 900.00 MBīy default, Bill4Time has created a folder for each of your Clients and Matters - these folders cannot be deleted. Note: Depending on the size of the files it may take a few moments to complete the upload - if successful. Review the file names and descriptions for the documents selected, then click the blue 'Save' button. (You may repeat this step for as many files as you need)ģ.

On the Upload Documents screen you can drag-and-drop files from your computer onto this screen, or click 'browse' to find and select the file you wish to upload. Click on the blue 'Upload File' button to open the Upload Documents screen.Ģ. With Bill4Time, you can upload one or more files at once with custom names and descriptions.ġ. This feature allows users to collaborate and review documents in a centralized location. Bill4Time's Document Storage system enables your firm to access, organize, and manage your documents and files more easily than ever! The document storage features built into Bill4Time include the ability to upload and associate documents with clients and matters, basic document versioning, and the ability to completely customize the organizational structure of folders and sub-folders.

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