Time Matters Tips and Shortcuts

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

ScanSnap Settings

I recommend:
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\<>\Local Settings\Application Data\LexisNexis

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.