Click on the Name of the Matter you wish to add Content to

Click New Managed Content button

1. Choose a Description for the Managed Content (required)
2. Choose a Category or Type for the Managed Content (optional)
   • Owner will default to the creator (Change if desired)
   • Date will fill automatically (Change if desired)
3. Check Add Billing if desired (See "BILLING - Add Billing Confirmation Popup" and "BILLING - Billing Edit Screen" below - for more information)
   • Relationship should default to the Matter you were on when choosing to add New Managed Content
4. Add Comments as desired
5. Click NEXT

1. Choose Upload a Document
2. Select a file by clicking Browse

If you checked Add Billing Checkbox in first step you will receive a Confirmation popup

Click Ok to be taken to a partially completed Billing form

1. Add General Information 
   1. Choose Previous Billing if one is associated
   2. Matter will default to the matter the billing was initiated from
   3. Choose a Billing Type [Time or Expense] (required)
   4. Category (if desired - See Categories)
   5. Code (if desired - See Codes)
   6. Activity Code (if desired - See Activity Codes)
2. Set Billing Details 
   1. Date defaults to today  - Change if desired (required)
   2. Hours (required)
   3. Rate Amount (required)
   4. Invoice As (required)
      1. Billable
      2. Not Billable
      3. No Charge
   5. Rate Type (if desired)
3. Add a description of the Billing (required)
4. Click Finish if this is all the information you wish to add -OR-
5. Click More if you wish to add more extensive Billing data.

1. Add General Information 
   1. Choose Previous Billing if one is associated
   2. Matter will default to the matter the billing was initiated from
   3. Choose a Billing Type [Time or Expense] (required)
   4. Category (if desired - See Categories)
   5. Code (if desired - See Codes)
   6. Activity Code (if desired - See Activity Codes)
2. Set Billing Details 
   1. Date defaults to today  - Change if desired (required)
   2. Hours (required)
   3. Rate Amount (required)
   4. Invoice As (required)
      • Billable
      • Not Billable
      • No Charge
   5. Rate Type (if desired)
3. Applies to
   1. Allows you to associate the billing to a Note, Managed Content or Research records
4. Add an Expense and related Cost Center details
5. Add a description of the Billing (required)
6. Name for your Billing
   1. Defaults to an Auto-number but can be changed to Create a UNIQUE Name
7. Click Save

Once you either Finish a limited billing or SAVE a more extensive Billing you will be returned to the Managed Content Detail page (* where you can see billing you added in Billings Related List).