At the end of this lesson you will be able to save documents from all programs and sources
Option #1 - Just Open the Attachment - TM Save attachment
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.
Option #2 - Open the Email - Press TM Save Attachment - useful for files with no TM Save in the application
You do not have to open the attachment, you can press TM Save Attachment.
You want to take control of the document name and code as it enters the Time Matters Document Management System. In the above example, the attachment is the statement of claim, but it is named a number '565667565'. This is typical when user scan and email a document. The scanner names the file a generic name.
This is useful when the document does not have a TM Save in the application. Examples are image files, photos and voice files - saving your voice mail.
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.
At the end Decide whether you want to save the Email
1. Press TM Connect to save the email.
You will be given the option to save the attachment with the email.
Save the attachment as an attachment to the email
Attach the email to a Matter
1. Save to a Matter by completing the Regarding line. Field 1 = Matter Name, Field 2 - Matter Number
2. Notice the attachment