Category: document management

Using Third Party PDF Apps with Time Matters - Revisited - Nov. 15, 2025 - document management, links
You can have two PDF programs on your computer. Use free Acrobat Reader with its TM Save button to open and save PDF files into Time Matter. Use a third party PDF app, saving a lot of money!, when you need to apply redactions, Bates numbers or other changes.

Automatically Backup Word's AutoRecover Files - Sep. 15, 2025 - backup, document management
Setting up the incremental backup of Word documents can protect you from your own errors and computer failures. Depending on your software and retention settings…

Search within old electronic documents - Nov. 15, 2024 - searching, document management
Want to search through a ton of old electronic documents? Two free searching utilities are what you need.

Document Check Out and Check In - Apr. 15, 2024 - document management
In the Time Matters Document Management System lets you check out a document, preventing conflicts if two users try to change the same document.

Document Form Folder Fields - Mar. 15, 2024 - document management, forms
You can customize the Time Matters document management system to specify Client and Matter field names that differ from the default choices: Contact Name and Matter Name.

Document Directory Change in Time Matters - Feb. 15, 2024 - document management
If you are replacing the computer or drive storing the Document folders used by Time Matters, you will need to make some changes. On every user computer, you will need to change a setting in Time Matters File Locations.

Essential Small Firm Document Scanners - Dec. 22, 2022 - document management, products
The affordable Fujitsu ScanSnap 1600 and ScanSnap 1400 make quick work of converting and organizing paper of all sorts.

Send a Document Link via TM Messenger - Jul. 16, 2022 - document management, workflow

Time Matters Document Search Setup - Apr. 18, 2022 - utilities, searching, document management, setup

AutoEntry Forms for Documents - Feb. 16, 2022 - document management, forms

Moving Documents to the Correct Folder - Nov. 18, 2021 - document management, troubleshooting
If you have saved a number of documents to the wrong folder using Time Matters, you can correct the folder and the Time Matters Document records using one of these three methods.

Documents Button on the Button Bar - Sep. 23, 2021 - lists, document management
The Time Matters Button Bar tends to be neglected. You can add some useful, time-saving…

Have You Upgraded to Time Matters 16.6? - Jul. 29, 2021 - updates, document management
I recommend that you upgrade to the latest point release, 16.6, especially if you may have skip some earlier Time Matters 16 point releases.

Time Matters Document Dates - Mar. 15, 2021 - document management
An option in Time Matters can automatically adjust the date appearing in Document Forms, Lists and Sublists to match…

Avoid Paying for Acrobat with Time Matters - Feb. 14, 2021 - document creation, document management, links
Adobe Acrobat DC is expensive and only available by annual subscription. There is a good way to avoid the subscription approach and save significant money while still being able to save PDF files as Time Matters Documents.

Time Matters File Locations Change - Oct. 14, 2020 - administration, document management

Open a Matter Folder from Time Matters - Aug. 19, 2020 - document management
You can open a Matter’s document folder directly from Time Matters following these three steps.

Absolute Coolest Time Matters Instant Documents - Nov. 30, 2019 - document creation, document management
Recently a client reminded me of the absolute coolest way to create a document instantly, along with automatically…

Too Many Documents Listed in a Matter Form? - Sep. 18, 2019 - lists, document management, forms
If you have a Time Matters client with multiple Matters, you may see too many documents listed on the Documents tab of each Matter. Learn how to display only the Documents, emails and other records related to the current Matter on its Matter Form.

Using Third Party PDF Apps with Time Matters - Aug. 14, 2019 - document management, links
You can have two PDF programs on your computer. Use free Acrobat Reader with its TM Save button to open and save PDF files into Time Matter. Use a third party PDF app, saving a lot of money!, when you need to apply redactions, Bates numbers or other changes.

Saving Attachments to Time Matters - Dec. 7, 2018 - email, document management
Watch this step-by-step video to see how quickly you can save multiple Outlook attachments into Time Matters.

Fix Time Matters Save in Acrobat - Oct. 4, 2018 - document management, links, troubleshooting
A release of Adobe Acrobat broke the Time Matters Save button. Here is a fix with step-by-step instructions.

Time Matters - Fix the Time Matters Save Button in Microsoft Word - Jun. 19, 2018 - links, document management, troubleshooting
How to fix the Time Matters Save button in MS Word when it disappears.

Time Matters Plays Audio and Video Files - May. 3, 2018 - email, document management
How to set Time Matters to play audio and video files directly

Time Matters Save Button in Acrobat - Feb. 28, 2018 - document management, links, troubleshooting
The TM Save button in Adobe Acrobat can simplify the process of saving PDF files into the Time Matters Document Management System. Find out how to add this button to your Acrobat software and how to make it appear if you run into trouble getting it installed.

Go Paperless - Get Rid of Closed Files - Jan. 8, 2018 - document management
Got file cabinets and bankers boxes in storerooms, closets or basements? Docufree.com in Atlanta offers a nationwide service for outsourcing the digitization and storage of all those old files.

Document Management Benefits - Aug. 17, 2017 - document management, document automation
The Time Matters Document Management System delivers Improved file organization, faster and more accurate document creation, and faster retrieval and review of documents along with other benefits described here.

Time Matters Document Name Characters - Aug. 3, 2017 - document creation, document management
Avoid these characters in filenames when saving documents.

Fix for Viewing Images with Time Matters - Jun. 26, 2017 - document management, utilities, links
If you cannot view photos and images from Document records within Time Matters on your Windows 10 computer, here is a fix.

Time Matters - Save As a New Document - Apr. 28, 2017 - document creation, document management
This illustrated tip shows you how to open and reuse and existing Word document to create a new one using Time Matters. It shows the path of least resistance for saving the new document via Time Matters.

Fix the TM Save Button in Word - Aug. 17, 2016 - document management, links, troubleshooting
The TM Save button in MS Word simplifies the process of saving Word documents into the Time Matters Document Management System. Find out how to add this button to MS Word, set the Word security settings, and add the TM Save button to the top toolbar (Quick Access bar) in MS Word 2010.

WatchDox Secure Document Exchange Ended - Mar. 29, 2016 - document management, utilities
LexisNexis ends the WatchDox secure document sharing service in Time Matters on March 31, 2016.

Adobe Acrobat and Time Matters - Jan. 27, 2016 - document management, links
Adobe Acrobat DC and Adobe Reader DC do not work with Time Matters (at this writing), but you can still save PDF files to Time Matters. Another option is to uninstall the DC version and install an older version using one of the links listed here.

Change Document Paths - Jul. 21, 2015 - document management, links
You can change the file paths in your Time Matters Document records all at once. You might need to do that after moving your document to a new server.

TM Word Macro Updates - Mar. 2, 2015 - MS Office, document management
Updated Microsoft Word macros are available for Time Matters. They eliminate the message in Word that says the Lexis VeriSign certificate expired on 1/23/2015. Download the macro file...

Document Indexer Exclusions - Nov. 19, 2014 - document management
The Document Indexer gives you lighting fast searches through the full text of all your documents. To minimize clutter in your search results and reduce the processing time of the Document Indexer for Time Matters, here are some file extensions to add to the exclusions list.

Share Documents Securely - Jul. 31, 2014 - document management, security, utilities
You can share documents securely with clients and others using Time Matters 13 and later. Two aspects of this service set it apart from alternatives: (1) It makes receiving documents really easy for your clients. (2) It allows you to send documents quickly from within Time Matters.

Time Matters Document Sharing - Dec. 1, 2013 - document management
Secure Document Sharing allows the confidential transfer of documents back and forth with clients and other people. It is a secure alternative to sending attachments via email.

Fujitsu ScanSnap iX500 Works with Time Matters - Oct. 14, 2013 - document management, products
You can use Time Matters to efficiently scan documents with any scanner that creates PDF files, including the Fujitsu ScanSnap iX500.

Ziptr Secure email and File Sharing Service Closes - Sep. 24, 2013 - document management, email
Ziptr is closing its doors. This innovative service for securely sharing email messages and files offered an excellent free service, but did not "go viral" as it needed to succeed.

Disable Protected View in Word 2010 - Aug. 29, 2013 - document management, security
This post explains how to disable the Protected View warning for Word documents you open or download from the Internet. That spares you from the annoyance of having to click an Edit button in a warning bar in order to edit a Word document.

Time Matters 13 Expected in October - Aug. 2, 2013 - document management, products, updates
Expected in October, 2013, Time Matters 13 adds a secure client portal for sharing documents you select.

Time Matters Links to Word 2003 Sunset in July 2013 - May. 22, 2013 - document management, links, updates
Time Matters 12 SP2, due in July 2012, won't install if Word 2003 is on your computer. Plan to upgrade to Office 2010 or Office 2013 sometime after midyear. This post discusses some "gotcha's."

Open Any File Fast with Everything - May. 18, 2013 - document management, utilities
Everything, a free file finding utility, is one of the true gems in the world of freeware. If you know the filename, or part of the filename, of a document or other file that you want to open, Everything finds and opens it really, really fast.

Top Time Matters Tips of 2010 - Jan. 14, 2011 - document management
With something for everyone, this Webinar collects the best Time Matters tips from 2010, including * Simple Document Saving * Instantly create and e-mail a PDF letter * Shortcuts for Calendar entries * Catch all your billable time * ... and many more Our Time Matters tips help you save time and become more profitable.

Heads Up: Acrobat 10 and WordPerfect X5 - Dec. 3, 2010 - document management, links

Take Steps to Become More Efficient - Aug. 2, 2009 - calendar, document creation, document management, organizing, todos

Practice Management Assessment - Aug. 2, 2009 - billing, calendar, communication, document management, todos
Practice Management Assessment and Action Plan To become more efficient, organized and profitable, start by completing a focused Practice Management Assessment. You identify the areas where you will benefits most from improvements in how you use your practice management software. Next, create a concise Action Plan with follow dates. Do it on your own or by working with us over the phone. Then implement your Action Plan on your own or with our assistance.Download as a MS Word document to complete it on your computer Click here to download... or click below to read it here.

Attachment Bloat - Dec. 12, 2008 - document management, email
To avoid slow performance, database size bloating and the risk of losing all attachments to emails in Time Matters, follow these best practices for managing email attachments.

Moving Merge Template Files - Sep. 15, 2008 - document creation, document management
How to fix Merge Templates if you need to move them from one server or computer to another.

Protecting Documents - From Yourself - Sep. 12, 2006 - document management, encryption, security
How to prevent alteration of your documents, remove potentially embarrassing metadata, lock up your documents and protect them from yourself.

Scan and Save Documents - Jun. 30, 2005 - document management, links
Using a scanner, Adobe Acrobat and Time Matters, you can scan documents into PDF format and then save them with Time Matters.

Practice Management Face-Off: Time Matters vs. Amicus Attorney - Mar. 1, 2004 - document automation, document management, workflow
The following excerpt from the materials for this session includes a step-by-step explanation of how to handle one of four common law offices tasks using two of the leading practice management software products. The ABA TECHSHOW presentation and materials cover four tasks with this detailed, practical approach to understanding what practice management software can do.

Topics for Non-Client Documents - Oct. 31, 2003 - document management
Time Matters does a great job of tracking information on matters that you handle for your clients. It can also serve as a set of electronic three-ring notebooks subdivided into topics for material not directly related to clients. The materials and information you save here is immediately available to you and others in your firm right at your desks.