Time Matters - Save As a New Document

Open and reuse and existing Word document to create a new one in Time Matters

Save As a New Document

Don't reinvent the wheel! Clone it and make adjustments.

To reuse and existing document and save as a new one using Time Matters, here are the steps:

  1. Open an existing document in Word. You can do this from within Time Matters.
  2. Make just one change to the document.
  3. Click the Time Matters Save button. Here we've added it the the Quick Access bar, but you can go to the Time Matters menu, too.
  4. Click: Create a new Document Record. See the next screenshot below for details on completing the record.
  5. Click OK.
  6. Make more changes and click the Word Save button when done

Fill in the Time Matters Document Form for the New Document

  1. Enter the Code
  2. Enter the Description
  3. Fill in the Case (Matter) Name
  4. Press Save & Close