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Can I import my client notes from other applications into Dibcase? Yes


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If you have a spreadsheet that you've exported from another application, you can upload it into Dibcase.

Steps:

1. Create a new note on the client edit page.

2. Name the note "Legacy Notes"

3. In the subject, indicate what time frame the notes include

4. For time, add the total of all of the prior notes

5. Attach the spreadsheet to the note

6. When necessary, download the excel file attachment to include with your fee petition

666992400_importnotes.thumb.PNG.8dfd56ebc111e4c68dc446b98d514f17.PNG

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