In this article:
TimeSolv Native Documents Feature
TimeSolv has a native document management feature within the application hosted on the same servers as our billing and timekeeping data. Firms can use our software as a hub for managing their client’s files, bills, and reports.
Click on Documents>Documents.
Select the specific client and matter to upload documents for.
- Create New Folder.
- Add New Document.
Note: Users can create subfolders within folders. So, for example, if the user clicks on the new folder name, and selects the New Folder link again at the top, it will continue to create subfolders within the selected folder.
File - TimeSolv supports many file formats, including Word, Excel, and PowerPoint.
Description - a quick explanation of the file to distinguish the document. This useful when multiple timekeepers are accessing the same client-matter documents folder.
Tags - makes it easier to search and find the document later.
Magnifying icon - preview file. next to the uploaded document, you can view a preview of the file within the window.
Upload icon - upload a new version.
Edit - upload a new version, and view all previous versions listed.
The document automation feature will save your firm valuable time so that you no longer have to manually fill in clients, addresses, and other details for each individual recurrent document type. These templates allow you to generate detailed documents in a matter of seconds.
Create a document template under Documents>Settings>Merge Fields.
A list of available merge fields will appear.
Group - lists the type of merge field group, i.e. Client, Matter, User, and Date.
Field Name - lists the text you will copy and paste into your document.
Field Value - will show the user the data information as it will be displayed for this relevant client-matter.
Documents icon - will copy the Field Name text onto your clipboard, ready for pasting into a document. To do this, open a document in Microsoft Word and write up the draft for your frequented letter. Copy and paste the Field Name text wherever you need to insert client-matter data.
Upload Document Template
Click on Documents>Settings>Templates>New Template.
Create a New Document from Template
Click on Documents>Documents.
Select the client-matter-folder to upload the new document to.
Click on New Document link. Select Create From Template as the source.
Uploaded templates will appear in a list. Select the appropriate template.
Once created, the file will be available to download under Documents>Documents>[Client name]>[Matter name]
With integration to TimeSolv, users can access your Dropbox files within TimeSolv and folders for your new clients and matters are automatically generated in Dropbox when created in TimeSolv.
If you have a Dropbox account and would like to connect to TimeSolv:
Click on Documents>Settings>Configure Dropbox.
Click on Connect to Dropbox.
Authorize connection by signing into Dropbox account. After successful authorization, a folder will be created in Dropbox for every active Client and Matter in TimeSolv.
A new folder will be created in Dropbox labeled ' Apps'. TimeSolv folder will be within it. All Clients & Matters will have folders created within it.
1. Dropbox does not support the following characters in folder names of either clients or matters: < > \ / : ? * ” |.
2. On the Documents>Settings screen, users can now see the option now to disconnect TimeSolv's native document storage feature once connected to Dropbox. We highly recommend to disconnect if you are going to be using Dropbox because by default when you open Documents within TimeSolv, it will go to the TimeSolv documents tab if you have it connected. Disconnecting the TimeSolv document storage will eliminate that confusion.
3. Once the connection to Dropbox account is set up, users can upload files to Dropbox folders directly from within TimeSolv, and vice versa. New folders cannot be created in Dropbox via TimeSolv. To create folders, users need to create them in Dropbox app.
4. Your Dropbox account is now connected to TimeSolv. All active Clients/Matters in TimeSolv will automatically have corresponding folders in Dropbox, and all files/folders created in Dropbox will automatically show up in TimeSolv. Please do not rename or move any Client / Matter folders in Dropbox as that will cause them to no longer be visible in TimeSolv.
5. Please note that any files uploaded to Dropbox from TimeSolv will appear as if they were uploaded by the person whose login credentials were used to authorize TimeSolv to connect to your Dropbox account.
6. TimeSolv does not setup any sharing or permissions in Dropbox. However, non-admin users would only see the files/folders in assigned Matters.
7. TimeSolv does not setup any sharing or permissions in Dropbox.