*Special discounted price of 22% for early bird registrants at Scaling New Heights
This workshop will cover two and a half days of onsite content. Approximately 30 day after completion participants will take part in a 60 minute virtual training. Connection information for that session will arrive in a separate email.
Course Outline:
Time Matters Essentials
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. To Dos
- 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
Automating Time Matters
Introduction to Document Management
- Creating document forms
- Exploring document management storage concepts
- Saving Email and Attachments
- Searching and retrieving documents
Time Matters® Document Assembly
- Create documents using Time Matters® and common document creation tools such as Microsoft Word and Word Perfect
- Create merge and formattable clipboard templates
- Explore Time Matters® document sharing features
- Identify the document collaboration and sharing features in