Objective:
- Create Time Entry for a OneDrive file
- Link Activity to a OneDrive document
Environment:
- Clio Manage
Additional Information:
- Clicking on Add Time when you already have entries associated with a Document will display those previously created entries
- Adding Time from the sub-tab in a Matter or within a Matter folder will populate the Matter field automatically
- The Note field for the Time Entry will automatically pull in the file name of the Document
Procedure:
- Go to the Documents page or tab in a specific Matter
- Click into the appropriate folder/subfolders (if applicable)
- Locate the Document
- Click Add Time
- Click Add A Time Entry
- Enter the Duration and any other relevant details
- Click Create Time Entry
- Click Done