Supported Actions
Billing documentation shouldn’t live outside the matter file. One Step Save connects Tabs3 Billing to NetDocuments through Microsoft Print to PDF, Print to File, and Insert File, allowing firms to route invoices, statements, and detailed billing reports directly into the correct workspace without manual downloads or re-filing. Whether generating finalized bills or supporting documentation, your team can capture and store financial records at the moment they’re created, keeping matter files complete, organized, and securely managed inside NetDocuments.