KCS - How do I Add Time to a OneDrive Document?

Objective:

  • Create Time Entry for a OneDrive file
  • Link Activity to a OneDrive document

Environment:

  • Clio Web App

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:

  1. Go to the Documents page or tab in a specific Matter
  2. Click into the appropriate folder/subfolders (if applicable)
  3. Locate the Document
  4. Click Add Time
  5. Click Add A Time Entry
  6. Enter the Duration and any other relevant details
  7. Click Create Time Entry
  8. Click Done

 

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