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

Time Matters - Add a New User

When a new person joins your firm, Time Matters can streamline the process of adding them into the program. You can use templates and saved settings to avoid having to click, click, click endlessly to set them up.

This PDF file, TM - Add a New User.PDF, illustrates the time-saving steps for adding a new user.

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.

Automate an Existing Document

With Time Matters, you can modify and existing document so that it becomes a Time Matters Merge Template. You can reuse a Merge Template to create finished documents for new clients or as a starting point for tailoring documents to their needs.

The .PDF file, TM Merge Template from Existing Document, shows you step-by-step how to automate a Microsoft Word document so that you can instantly merge client information into a Merge Template.