Time Matters Document Search Setup

Time Matters includes an excellent utility for searching the full text of all the documents on your server or main computer. You may choose to include all the document folders or select just the folders you want your people to be able to search. To set up the indexer, see the Time Matters documentation for:

Creating a Document Index

Building a Document Index

As a part of setting up the Document Indexer, I recommend that you use the set of file extensions set forth in this blog post: Document Indexer Exclusions

You also need to set up the Document Search for each user. User setup is covered in this step-by-step PDF file:

Time Matters Document Search Setup.PDF

Time Matters - Add a New User

When a new person joins your firm, Time Matters can streamline the process of adding them into the program. You can use templates and saved settings to avoid having to click, click, click endlessly to set them up.

This PDF file, TM - Add a New User.PDF, illustrates the time-saving steps for adding a new user.