Send a Document Link via TM Messenger

When you have Document records in Time Matters, you can easily send a Document link to a co-worker.

TM Messenger makes it easy for you to let someone know that a document is ready for review, mailing or another action.

This PDF file shows you step-by-step how to send, receive and use document links via TM Messenger:

Time Matters - Send a Document Link via TM Messenger.PDF

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

AutoEntry Forms for Documents

AutoEntry Forms are one of my favorite Time Matters features. This updated post links to a PDF with a one-screen, heavily annotated screenshot showing how to create an AutoEntry Form for Documents.

AutoEntry Forms save time for new documents by:

• Assigning Classification Codes

• Saving them in the correct folders

• Optionally using a Document Template such as Letterhead or Pleadings

• Optionally filling in variables such as Regarding Line and File Number

• Optionally insert the Signer's Name and Title

This .PDF file, Time Matters AutoEntry Forms for Documents.pdf, shows you in illustrated steps how to create an AutoEntry Form for profiling and saving your documents in a well-organized manner.

In order to automate the saving of new documents into the correct folders, you need to configure Document AutoNaming covered in other posts and the Time Matters documentation.