At the end of this lesson you will be able to save documents from all programs and sources
Open the PDF document- Press TM Save
Press TM Save. Your icon may be smaller, but it is blue.
If you are beginning document management, the TM Save replaces "Save as" and the first "Save" you would have done with a word document.
Complete the Document Form
1. Code = type of document
2. Description = full description of the document. More is better. Being consistant is encouraged.
3. Staff = all the staff that want to view the document. It could be staff and lawyer staff and clerk and lawyer.
4. Regarding = What matter. Start typing it will auto-complete. First field = Matter Name, second = Matter number.
5. File Name = NEVER TOUCH and NEVER UNCHECK the Auto Name check box.
If Auto-complete does not help - Press F2 for the Matter Lookup help
If the auto-complete in the regarding lines does not find the correct matter - Press F2 (or the ... at the end of the row).
The Matter lookup will assist you in finding the Matter.
When the screen opens...just start to type - don't click anywhere and don't try to filter by code.
Use the up and down arrows on your keyboard to help you.
ALWAYS SAY YES
Please do not read this screen...just press YES.
It is creating the folders on your server for you. You will never manually create folders again.
If you are scanning - delete the original pdf
If you are scanning documents to pd files you will want to delete them after you have TM Save.
TM Save will save a copy into Time Matters and leave the original intact. In the example above, the scanner created this file '565667565' in the scans folder. The TM Save creates a new pdf document making the original redundant.