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TIME MATTERS ADVANCED TRAINING

(If all topics are covered, this session lasts approximately 4.0 hours)

Questions from Introductory Session

Personalizing the Interface

Calendar Display Options
Quick Tabs
Saved Searches and Filters
Saved Tag Lists
Saved Reports

Document Management

Saving TM Documents
Searching for TM Documents

Supporting Records Continued

Phone Calls
Mail Records
Web Records

Introduction to Advanced Concepts

Custom Forms (Demonstration)
AutoEntry Forms (Demonstration)
Chain Templates (Demonstration)
Triggers (Demonstration)

Introduction to Document Automation and Assembly

Formattable Clipboard (Demonstration)

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