NetDocs - Adding Clients and Projects

Here are the steps for adding Clients into NetDocs.

1. Click on your name in the upper right-hand corner and click Admin

2. Click the three horizontal lines in the upper left-hand corner. Then click Profile Attributes

3. If there are no Attributes, click Create

4. Fill in the Attributes screen, then click OK

5. If an Attribute is present, simply click the name of the Attribute to open it

6. To add a new Client, click "Add ND Client" link

7. Fill in the required fields and click Add

8. To add Projects, return to the Attributes page and click "ND Projects"

9. To add a Project, click "Add ND Project"

10. When the Add ND Project windows comes up, fill in the required fields. By clicking the three dots to the right of the Client, this will allow you to select the Client the Project is for. Once completed, click Add

Please Note:  When you create a new Client or new Matter in Bill4Time - a new Client or Matter in NetDocs is not created.  You will need to create that new Client or new Matter in NetDocs and then link it within Bill4Time.