AutoEntry Forms for Documents

Date: Feb. 15, 2022    Categories: document management , forms

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.