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Onedocx Help Center
Getting Started - Initial Setup
2
Getting Started - OneDocx Initial Setup
License Management
Calendars
5
Creating and Managing OneDocx Calendars
Firm, TaskList and Statute of Limitations Calendars
Creating Calendar Events
Editing and Deleting Calendar Events
Calendar Videos : Manage Calendar in OneDocx
Contacts
3
Contacts > Add Contacts
Contacts > Editing and Deleting
Contacts Videos : Managing Contacts
Matters
4
Matters > Anatomy of Matters
Matters > Creating Matters
Matters > Editing and Deleting
Matter > Videos : Managing Matters
Tasks
5
Task > Add, Edit and Delete Task
Task > Filtering Task
Task > Marking Task as Complete
Task > Task List
Task and Task List Tutorial Videos
Documents
5
Document > Document Management
Documents > Documents Automation
Documents > Create Documents Templates Video Tutorial
Documents > Create Document from Template Video Tutorial
Document > Upload and Download Documents File/Folder Video Tutorial
Accounts
3
Accounts - Create Account
Accounts : Editing and Deleting
Accounts Video Tutorials
Activities : Time and Expense Activities
5
Creating and Managing Activity Categories
Creating, Editing and Deleting Time Entry
Creating, Editing and Deleting Expense Entry
Using Timer in OneDocx
Activities Video Tutorials
Billing
4
Creating Bills
Creating New Client Fund Request
Billing Workflow: Options and Bill States
Billing Video Tutorials
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