![]() Review the file names and descriptions for the documents selected, then click the blue 'Save' button. (You may repeat this step for as many files as you need)ģ. On the Upload Documents screen you can drag-and-drop files from your computer onto this screen, or click 'browse' to find and select the file you wish to upload. Click on the blue 'Upload File' button to open the Upload Documents screen.Ģ. With Bill4Time, you can upload one or more files at once with custom names and descriptions.ġ. This feature allows users to collaborate and review documents in a centralized location. ![]() Please feel free to reach out to with any questions.Bill4Time's Document Storage system enables your firm to access, organize, and manage your documents and files more easily than ever! The document storage features built into Bill4Time include the ability to upload and associate documents with clients and matters, basic document versioning, and the ability to completely customize the organizational structure of folders and sub-folders. Please note: Imports are processed in 10 -14 business days, but complexity can lengthen this time line. ![]() It is most helpful to include all files you wish to be imported so that this transfer of data can be completed without delay. It is most helpful to include all files you wish to be imported so that this transfer of data can be completed without delays. Once you've prepared this information, please send an e-mail to our Technical Support Team In this email, you'll need to provide your:Īfter your data is received in the correct format and verified by our team, we will send you the timeline for completion.Fill out the attached Import Intake Request form.Prepare your data using the example import spreadsheets below.Please see the attached Client and Project example import files.*.Example: Address 1, 2, 3, City, State, Zip, all to be separated into their own columns.Make sure your Clients' address information is separated into their own columns.Time and Expense entries spreadsheets must contain a minimum of 100 rows. ![]()
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