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

Copy a Matter Field to a Contact Automatically

You may find it a time-saver to have one or more Matter fields appear in a client's Contact record. Field Matching in Time Matters allows this.

This PDF file shows you step-by-step how to match the fields and cause the automatic copying:

Time Matters - Copy a Matter Field to a Contact Automatically.PDF

Fixing Documents in Time Matters

This PDF guide explains how to fix a document that has been saved into the wrong folder when using Time Matters. The fix involves creating the correct folder, moving the file to the correct folder, and fixing the TM Document record.

Click here: Fixing Documents in Time Matters.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