This all day seminar will give experienced and advanced Time Matters user a comprehensive understanding of this software and will take them to a new level. The material covered in this class is much of the widely used programming techniques by Time Matters Consultants.
For over twenty years, Time Matters has helped law firms, legal departments and other organizations streamline operations and increase profitability by providing a comprehensive, yet easy-to-use collection of information management tools.
Like most software on the market today, Time Matters is greatly underutilized. We have put together a comprehensive training to benefit both new and experienced users. As an experienced user you will learn advanced tips and tricks that will take you to the next level. The agenda for this class was designed for Time Matters version 10 to 16.
TM 301 – Agenda (8 am to 4 pm Pacific Time)
- Lesson 1: Program Level Settings
General Settings
Firm Settings
Lists Settings
Program Level Quick Tabs
Forms Settings
Links Settings
Update Settings - Lesson 2: Setting Up Staff, User Logins and Groups
Creating Staff and Resources
Creating User Logins and Setting Security
Creating Groups - Lesson 3: Classification Codes
Creating Classification Codes - Lesson 4: Advanced Scheduling Features
Schedule Repeating Events
Date Calculator
Triggers
Chain Templates - Lesson 5: AutoEntry Forms
Creating An AutoEntry Form
Using an AutoEntry Form
Associating an AutoEntry Form with a Classification Code
Using an AutoEntry Form with the Classification code association - Lesson 6: Custom Fields
Customizing a User Field - Lesson 7 Form Styles
Creating a Form Style
Assigning a Form Style to Multiple Classification Codes - Lesson 8: Document Search & Indexing
Performing a Search
Save a Document Search
Document Indexing
Saving a Tagged List - Lesson 9: Archiving Records
Archiving a Single Record
Viewing Archived Records
Restoring an Archive Record to the active record list
Batch archiving
Recommended Procedure for archiving closed cases and associated records
Please register 5 business days prior to class to receive a copy of your Time Matters Training Manual (156 pages) in time.
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