It is summer. You want to get your work done faster and move on to other activities. Here are Time Matters tips and shortcuts to save you time and effort.
See Only Your Open Matters
Enter Dates Easily
When the cursor is in most Date fields, you can use a variety of shortcuts to change the date.
In a Date field:
Press the Up arrow for the next date.
Press the Down arrow for the previous date.
Press T for today.
Type 6/15 for 6/15/2011 (You don't have to type the current year.)
Type d7 for 12/07/2011 (The first letter of the month followed by the date.)
Type mar for 3/1/2011, may for 5/1/2011, jun for 6/1/2011, jul for 7/1/2011
Auto Color, Best quality, PDF, Auto Size, Skip Blank Page, Rotation, Deskew, Continue, Compression 3
Pop-Up Warning on a Client or Matter
If you need have a pop-up warning appear whenever someone views a Matter, use the Matter Monitor. Go to: Main Menu | File | Setup | Templates | Monitors. Choose Record Based, select the record, check Contact Opened or Matter Opened, and enter a Message.
You can have a warning pop-up whenever some adds a record with a particular Contact or Matter in the Regarding line, too.
Backfill in Merge Templates
Quickly Check a ToDo as Done
Make Deadlines Stand Out on Your Calendar
MS Word .DOCX Setting
Go to File > Setup > General > User Level. The User Level Setup screen opens.
Click the Forms button.
Select Documents from the "Select Form Type" drop-down menu, and click the Set Form Options button. The User Form Options - Document Form screen opens.
Under the General tab, in the "Set default extension for saving Documents" field, enter the applicable document extension (i.e., .docx, or .doc).
You can go back to the main User Level Setup window, select a different User, and make the changes for that User. Repeat for each User who needs the change.
Desktop Extensions Troubleshooting
To re-set the Desktop Extensions configuration: Delete the contents of:
C:\Documents and Settings\<
That’s for Windows XP. For Windows 7, the folder to delete is C:\Users\[username]\AppData\Local\LexisNexis
Deleting that folder causes Extensions to re-request the TM user ID and password, and all is again well with the world.