Absolute Coolest Time Matters Instant Documents

Date: Nov. 29, 2019    Categories: document creation , document management

Pressing a couple of buttons and instantly creating a document gives me a disproportionate amount of pleasure. Recently a client reminded me of the absolute coolest way to create a document instantly, along with automatically saving it with a Time Matters Document record.

Setting up an absolute coolest instant document involves a set of interconnected Time Matters features:

• Go to: Main Menu / File / Setup / Templates / Merge

• Create Merge Template for Contacts or Matters, taking care to check the box on the Files tab labeled:
  Prompt for File Name When Merging

• Create an AutoEntry Form for Documents:
  Main Menu / File / Setup / Templates / AutoEntry Form / Document (drop-down)

The Document AutoEntry Form needs these key components:

1. Description , which will be the start of the Document’s filename.

2. Check the Auto Name box. Your Autonaming is configured in Program Level Setup / Forms / Documents

3. Click the Generate button.

4. Click the Merge button.

5. After choosing the Data Source (not shown) as Contact or Matter, click the Template button.

6. In the Template pane, choose the Merge Template you created earlier.

To use the absolute coolest Time Matters instant document:

1. Click on a Matter in the Matter List or a Contact in the Contact List.

2. Click the Add Document button on the Time Matters Main Toolbar. (If you don’t have one, just press Ctrl-Shift-D, or add the button by right-clicking anywhere on the Main Toolbar and double-clicking Add Document.)

3. Add to the Description in order to give your document a name consistent with your naming convention, for example, add the client’s name to “Legal Service Agreement with.”

4. At the top of the Document Form, click the AutoEntry Form icon, a form icon with a sparkle, or press Ctrl-A.

5. Click the Merge Template you want. (Typing the first letter zips you down to it or close to it.)

6. Click the Template tab and the Merge button. (Or for ubergeeks, press Right-Arrow, tab 5 times and press Enter.) Click OK , OK. Edit your document if you want to and save it.

7. Back in Time Matters, click Save & Close.

Voila! Your document is created, filled in with information from the Client or Matter, named, linked to the Contact and/or Matter, profiled, and saved to the correct folder.