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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.
Your best choice is to replace your Windows XP computer with a laptop or desktop running Windows 7, Windows 8 or a different operating system. If you do not replace your Windows XP computer, you should take these precautions.
Beginning on April 8, 2014, Microsoft will no longer provide updates to fix newly-discovered vulnerabilities in Windows XP. While security software vendors will continue to provide updates, those updates will not protect against holes in the Windows XP operating system.
We recommend replacing Windows XP computers before April 8.