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Blog Posts with Illustrated Tips
The Document Indexer gives you lighting fast searches through the full text of all your documents. To minimize clutter in your search results and reduce the processing time of the Document Indexer for Time Matters, here are some file extensions to add to the exclusions list.
You can share documents securely with clients and others using Time Matters 13 and later. Two aspects of this service set it apart from alternatives: (1) It makes receiving documents really easy for your clients. (2) It allows you to send documents quickly from within Time Matters.
Create a PDF File Fast in Time Matters
You can quickly create both a PDF file and a Document record from a Word document using a handy Time Matters feature. Right-click on any Word document listed on the Document tab of a Contact or Matter. Then choose "Create PDF" and voila!, you have a PDF file with the same name listed at the top of the Document list.
Note: On some PCs, this feature pops up a file selection window. There is a fix for that issue. Let us know if you need it!
ActionStep has powerful options for inserting pronouns into merged documents. Pronouns (he, she, her, theirs, etc) depending on the gender and number of participants (contacts).
You can reduce non-billable time by automating frequently used document. A good place to start is your Fee Agreement form or Engagement Agreement form. You may want to use our free, downloadable Fee Agreement form as a source of some terms for your form or as a draft for creating your form.
Take these steps to speed up the process dramatically and to prevent the bloating of the database log file. Otherwise, the process might go very, very slowly.
Outlook has an option to search all folders at once, such as Inbox, Sent Items, and custom folders. This tips explains how to switch between searching just the current folder and searching all folders.