How to set up basic integration?
Step 1: Log into Clocktimizer and click "Admin" in the sidebar.
Step 2: Select "Roles" under the "Accounts" header.
Step 3: Click "Create role" in the upper right corner.
Step 4: Name the role. Suggestion: No Permissions
Step 5: Scroll to the bottom and click "Save Changes", you have just created a new role with no permissions.
Step 6: Click "Admin" in the sidebar, and under "Accounts" select "Create account".
Step 7: Fill in the information for the new account. Important: you must use a specific email address that is available to you in HighQ (something like: (example)@collaborate.mail.highq.com) . Select the "Role" you just created with no permissions.
Step 8: Click "Create account".
Result
Now a basic integration has been set up anything sent to this address through Clocktimizer will be available within HighQ.
How to set up recurring report integration?
Step 1: Click "Matters" in the menu bar.
Step 2: Search for the matter you would like to share, click "Search", and choose the right one.
Step 3: In the matter analysis screen click the envelope at the top of your screen.
Step 4: A popup will open where you can select how you would like to receive your reports.
Step 5: Under "Send to" click "Specific user accounts" and search for the HighQ account we created earlier.
Step 6: Add any other relevant data and adjust the repetition of this report to your situation.
Result
Now a recurring report will automatically be sent to the HighQ address and available in HighQ when sent.