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. ...

• Create activity from a file

  It is possible to create activities since thefile: Click onNew activitythen choose the type of activity. It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements. If this folder contains only ...

• Mark an activity as "non-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 ...