1. 2010 Practice Management Annual Conference Fundamentals of Document Management in Time Matters® Presented by: Duane Cary

2. 2010 Practice Management Annual Conference Fundamentals of Document Management in Time Matters® Questions & Session logistics I will stop at intervals during the sessions to address questions After class I will be able to go into more detail regarding subject matter if needed Background: Over 6 years experience supporting Time Matters in various technical support and training roles Currently provide training and documentation for LexisNexis University Training

3. 2010 Practice Management Annual Conference Objectives Utilize the Time Matters® document storage, search, and retrieval function and processes. Utilize the Time Matters Save feature in Word or WordPerfect. Associate files other than documents to Time Matters.

4. 2010 Practice Management Annual Conference At the end of this session you should be able to: Create a document and save it using TM Save. Create a document from within Time Matters. Link existing documents to Time Matters. Create multiple versions of a document. Set up Document Autonaming. Check in and check out a document. Set a document for Review. Link other file types to the Document List.

5. 2010 Practice Management Annual Conference Additional Training Opportunities For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings. Also available are an extensive network of LexisNexis® Certified Independent Consultants (CICs) who offer on-site training, installation, and maintenance of Practice Management software systems.