Formattable Clipboards by Wells H. Anderson =========================================== INTRODUCTION Most people who use Time Matters miss out on the time-savings delivered by the Formattable Clipboard feature, one of the most powerful and underused features in Time Matters. You can learn to create and use basic Formattable Clipboards more quickly and more easily than other tools for creating documents automatically. This document includes some useful Formattable Clipboard that you can paste directly into your Time Matters following the Installationc Instructions, below. These Formattable Clipboards may be used in addition to and in place of some the clipboards that ship with Time Matters. Many of the shipping Formattable Clipboards include IF and ENDIF tags that are no longer needed because of the option to Remove Blank Lines. Formattable Clipboards allow you to insert static text or Time Matters data or both into word processing documents, Emails, Web pages and other programs. The inserted text may be entire documents, standard paragraphs, address blocks or the contents of particular fields. They can contain data from records in Time Matters or boilerplate text or both. The content of Formattable Clipboards can be formatted using the word processor controls in the Add Clipboard or Edit Clipboard windows in Time Matters or by foratting the content in MS Word or WordPerfect. Formattable Clipboards may be created for each of the different kinds of Time Matters forms: Contacts, Matters, Events, etc. To use a Formattable Clipboard, either select a record in a Time Matters list and press the Copy to Clipboard icon or use the Insider button in MS Word, WordPerfect, MS Excel or MS PowerPoint. Example: The Address Phone Email clipboard makes it easy to send someone the contact information for a person in your Contact List. Just click on a name in your Contact List, press the Send to Clipboard icon, and switch to an Email or word processing document. When you press Paste, the name, address, phone numbers and Email address from your Contact are pasted into the Email or document, appearing like this: Wells Anderson Active Practice LLC 5200 Willson Road Edina, MN 55424 Phone: 952-922-1727 Fax: 815-301-8545 Email: info@activepractice.com INSTALLATION INSTRUCTIONS Download this document to a folder on your PC. Open it in the Windows Notepad or other text editor. If you use MS Word or WordPerfect, change the Font and Font Size to the values you want to use in your documents. To open Windows Notepad, go to: Start | All Programs | Accessories | Notepad. To install each Formattable Clipboard: 1. Go to: Time Matters Main Menu | File | Setup | Templates | Formattable Clipboard. 2. IMPORTANT: Click on the Contact tab or on another tab for which the Formattable Clipboard is designed. 3. Press the Program button. 4. Press the Add Record button (green plus) and enter a Description. Tip: Start each Description with a different number to organize the Clipboard order. 5. Switch to the Notepad window 6. Select the text of the Formattable Clipboard (Start after - - - and stop before ====) Tip: Click just before the first letter. Hold down the Shift key. Click just after the last letter. Release the Shift key. 7. Use Ctrl-C or right-click to Copy the text. 8. Switch to the Add Clipboard window in Time Matters. 9. Change the Font and Font Size to the values you want, such as Times New Roman and 12. Tip: Click in the Font field and press the T key repeatedly to find Times New Roman. 10.. Click in the white area and Paste using Ctrl-V or Edit | Paste in the menu. 11. IMPORTANT: Press the Options button (upper right). 12. Check: Remove Blank Lines if all Data Fields are blank. 13. Press: Save & Close. Note: If the Field Names used by these Formattable Clipboards have been renamed in your Time Matters database, then error messages will display when you attempt to Save & Close a Formattable Clipboard. The messages will state the name of the first field that needs to be changed. You should replace that field name with the corresponding field name used in your database. Perform the replacement for each field name that appears in each error message. CONTACT FORM - FORMATTABLE CLIPBOARDS =========================================== 100 Address Phone Email - - - {PRI CON:FIRST NAME} {PRI CON:LAST NAME} {PRI CON:FIRM} {PRI CON:MAIN ADDRESS1} {PRI CON:MAIN ADDRESS2} {PRI CON:MAIN CITY}, {PRI CON:MAIN STATE} {PRI CON:MAIN ZIP} Phone: {PRI CON:MAIN TEL}{IF {PRI CON:FAX TEL} ISNOTBLANK} {THEN} Fax: {PRI CON:FAX TEL}{END IF}{IF {PRI CON:EMAIL} ISNOTBLANK} {THEN} Email: {PRI CON:EMAIL}{END IF} =========================================== 500 Letter to Individual - First Name - - - {TODAY3} {PRI CON:FIRST NAME} {PRI CON:LAST NAME} {PRI CON:FIRM} {PRI CON:MAIN ADDRESS1} {PRI CON:MAIN ADDRESS2} {PRI CON:MAIN CITY}, {PRI CON:MAIN STATE} {PRI CON:MAIN ZIP} RE:{TAB} Dear {IF {PRI CON:SALUTATION} ISNOTBLANK} {THEN}{PRI CON:SALUTATION}{ELSE}{PRI CON:FIRST NAME}{END IF}: =========================================== 510 Letter to Man - Dear Mr. Smith - - - {TODAY3} {PRI CON:FIRST NAME} {PRI CON:LAST NAME} {PRI CON:FIRM} {PRI CON:MAIN ADDRESS1} {PRI CON:MAIN ADDRESS2} {PRI CON:MAIN CITY}, {PRI CON:MAIN STATE} {PRI CON:MAIN ZIP} RE:{TAB} Dear Mr. {PRI CON:LAST NAME}: =========================================== 520 Letter to Woman - Dear Ms. Smith - - - {TODAY3} {PRI CON:FIRST NAME} {PRI CON:LAST NAME} {PRI CON:FIRM} {PRI CON:MAIN ADDRESS1} {PRI CON:MAIN ADDRESS2} {PRI CON:MAIN CITY}, {PRI CON:MAIN STATE} {PRI CON:MAIN ZIP} RE:{TAB} Dear Ms. {PRI CON:LAST NAME}: =========================================== MATTER FORM - FORMATTABLE CLIPBOARDS =========================================== 601 Pri Contact Letter with Re - - - {TODAY3} {PRI MAT:PRIMARY CONTACT} {PRI MAT:PRICON FIRM} {PRI MAT:PRICON ADDRESS} {PRI MAT:PRICON ADDRESS2} {PRI MAT:PRICON CITY}, {PRI MAT:PRICON STATE} {PRI MAT:PRICON ZIP} Re:{TAB}{PRI MAT:MATREF} Dear {Lnk(Pri Contact) CON:FIRST NAME}: =========================================== 670 Opposing Atty Letter with Re - - - {TODAY3} {Lnk(Opp Atty) CON:FIRST NAME} {Lnk(Opp Atty) CON:LAST NAME} {PRI MAT:OPATTY FIRM} {PRI MAT:OPATTY ADDRESS} {PRI MAT:OPATTY ADDRESS2} {PRI MAT:OPATTY CITY}, {PRI MAT:OPATTY STATE} {PRI MAT:OPATTY ZIP} Re:{TAB}{PRI MAT:MATREF} Dear Mr./Ms. {Lnk(Opp Atty) CON:LAST NAME}: =========================================== Copyright 2007 Active Practice LLC. All rights reserved. Wells H. Anderson, 5200 Willson Road, #150, Edina, MN 55424 800-575-0007 http://www.activepractice.com info@activepractice.com This document and the Formattable Clipboards it contains are distributed as freeware subject to the restrictions that they may be redistributed only with the full copyright notice and the author credit and that they may not be made part of a work sold for profit without the author's express written permission. The features of software change from time to time. It is important to back up software beforehand and to review and test any changes after making them. The information in this work is distributed "as is" without warranty. Although care has been taken in the preparation of this work, neither the author(s) nor publisher shall have liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this work. Time Matters is a registered trademark of LexisNexis, a division of Reed Elsevier Properties Inc.