Time Matters Essentials Virtual Workshop (11/10/2014-11/10/2014)

Seats Available: 8

  • Class: Time Matters Essentials Virtual Workshop (11/10/2014-11/10/2014)
  • Date: 11/10/2014-11/10/2014
  • Time: 1:00pm EST- 5:00pm EST
  • Class Type: Virtual Training
  • Registration End: 11/05/2014
  • Rating:Rating

Description

Are you new to Time Matters and need a proper introduction to the software? Are you unsure where to start when asked to manage documents, calendars, and matters? When asked to data mine, do you end up chasing your tail because you discover there are several methods of searching within Time Matters®? How can you know which method will yield the results you want in the shortest time frame? In one live, instructor led session, you will gain the ability to use Time Matters® most essential functions with confidence. Support documents are included and can be downloaded in advance.

Topics Include:

Navigating Time Matters®
• Accessing Time Matters®
• Identifying the differences between primary and supporting record types and their value
• Navigating record lists
• Performing common search and retrieval tasks

Contacts and Matter Management
• Identifying fundamental contact and matter management skills
• Relating and linking Time Matter records
• Using common form tools, views, and sub-lists

Calendar Fundamentals
• Exploring Events vs. ToDos
• Illustrating the different calendar views
• Identifying scheduling techniques

Introduction to Document Management
• Creating document forms
• Exploring document management storage concepts
• Saving Email and Attachments
• Searching and retrieving documents

Many states accept eLearning classes for CLE credit. Please check this link to see the details regarding your state: http://www.lexisnexis.com/documents/20100607024257_small.pdf

*CLE hours may be available based on state and timeframe. Please contact :LNTraining@lexisnexis.com if you are interested.

Comments

  • Rating  This is a great introduction to TM. I have used TM for over a year and still picked up a few new tricks. Thanks!
  • Rating  All the basics are covered.
  • Rating  Excellent and thorough overview of TimeMatters software!! Learned more from this than I have in the years I have been using the software.
Price: $325.00 Add To Cart{"prodid": "12697","type":"class","course":"392"}Select Quantity

Class Information

    This workshop is designed to teach you the essential functions of Time Matters in one session.

Prerequisites