Files

Files

Organize your work under files. A file can be any group of activities you wish to keep track of together, typically a client matter. Record basic file information, and link related contacts, email, appointments, tasks, phone calls, documents, time entries, expenses, and notes.

Topics

What is a file?

Create a file

Close or delete a file

View your files list

Manage contacts on a file

Associate items with a file

Manage email on a file

Associate new email with a file (set from a file)

Manage appointments on a file

Manage tasks on a file

Manage phone calls on a file

Manage documents on a file

Manage Dropbox or Box documents on a file

Manage time entries and expenses on a file

Manage bills and payments on a file

Manage trust on a file

Manage notes on a file

Work with archived items on a file

Design custom fields for a file type

Track a limitation date on a file

View a chronology of items on a file

Manage file security

Customize file features

File Status

[Main Topics]