At the end of this lesson you will be able to save documents from all programs and sources
Start the document in Word - Press TM Save
Press TM Save (Word 2007 - Add-Ins - TM Save) (Word 2003 - should be a toolbar)
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 involved in the document. It could be staff and lawyer, typist and lawyer or 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.
Press Save when you have made changes to the document
As you edit a document and make changes, press save in Word. You do not press TM Save again if you are only changing the contents of the document.
Remember TM Save is like "Save as' or the first "save" of a matter
Create a new document from a "model" or existing document
We opened the document from above but we made changes and want to save this to a diferent matter.
This is like a "save as" so we press TM Save
Create a New Document
We want to create a new document and save it to a different matter.
Complete the Document Form
Complete the document form as we did previously. Notice the Matter is different
JUST SAY YES
Remember.... just say yes to this screen