Document Templates Revisited
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To save time and improve accuracy when creating documents, Time Matters has a number of options. One option is to use existing documents as Templates.
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TIME MATTERS BLOG
Creating Workflows with Time Matters
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Flowcharts can be incredibly effective at creating, streamlining and tweaking the series of steps needed to serve clients and run a law office. Here is an example…
Read MoreReuse and Reorder Text in Emails and Documents
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Don’t keep retyping the same things again and again. A free feature in Microsoft Windows avoids repetitive typing so you get work done faster.
Read MoreAutomate an Existing Document
/With Time Matters, you can modify and existing document so that it becomes a Time Matters Merge Template. You can reuse a Merge Template to create finished documents for new clients or as a starting point for tailoring documents to their needs.
The .PDF file, TM Merge Template from Existing Document, shows you step-by-step how to automate a Microsoft Word document so that you can instantly merge client information into a Merge Template.
