The below article walks through how to save a Virtual Meeting URL to a LawToolBox deadline via "add link" and "add notes"


This feature can be used for zoom meetings, Webex or dropbox files.


See more: Help: Add links to deadlines for SharePoint, NetDocuments, or iManage


Add links:

Go to Matter > View and edit deadline or create new > 

  • click the ellipsis (...) > "Add Links"
  • click the ellipsis (...) click "edit" for deadlines > +add links 


Add time:

  • click the ellipsis (...) click "add start time" > +add links 


For virtual meetings "Add Notes" can be used for phone dial in and passcode information


Note: Character Limits

Location - 320

Description - 300

Add Note - 1500



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Add Links, Notes and Start Time:

Via ellipsis (...) next to the deadline or trigger date


Trigger Date Calculators:



All Day Deadlines:



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1) Edit:

Set your time of the appointment & location

Click +Add Links for URL Hyperlink

Click +Add Note for call in and passcode details


 

Add links:

See more: Help: Add links to deadlines for SharePoint, NetDocuments, or iManage

Link in LawToolBox:




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Add Notes: 


Add Additional Notes, dial-in info, etc. in the description

& Click Update


Add Notes

Manage Notes:
In the deadline chart


 

 

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Calendar example:

On the calendar, you will see a hyperlink in the body of the invitation:




 

Other links in LawToolBox (rules of authority links)

 

E.g. CRCP 56(C) and CRCP 16(C)