OneDocx

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