Export activities from a folder

To export theactivitiesmade on afile:

• Go to your file
  
• Click onExport
  

• A file in .csv format downloads:
  It contains information about the file, activities, stakeholders, clients, detailed amounts and status of activity whether billed or not.

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• Transfer activities from one file to another

  You can transfer some or all of the activitiesnot chargedfrom a folder to another folder of your choice. You can select theactivities one by one, or all related activities by checking "Election all". Once your activity or activities have been ...

• Create activities from a customer record

  It is possible to create activities since thecustomer profile: Click New Activity and then click the type of activity. It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements. You will have ...

• Create activities from the shortcut button (+) in the navigation bar

  It is possible to create activities by clicking on the shortcut button (+) at the top right of your screen: Click on the type of activity. Information on the activity should then be provided:time, and thebenefit, and thecosts, and thedisbursements. ...

• Mark an activity as "non-billable" or "billable"

  In Jarvis Legal you have the opportunity to markactivities(time, services, fees or discounts) as "non-billing". They will appear well in the"Activities" tab of the folderand in thereporting "Control of Activities", but their amount will not be taken ...

• Associate an activity with a client

  In a folder whereyou have several customersyou can choose toassociate or not, your activity to the customer of your choice. Simple action When creating your activity, checkto electa customerand type the first letters of the client to whom you want to ...