Adding Attachments from Time Matters documents

1. In Outlook select the Time Matters add in (if you are on Outlook 2003 it is a toolbar)
2. Click TM Add Attachment

1. Many times you are emailing a recent document. Use your Quicktabs to help!!
2. Find the document and double-click

1. Click the search icon and the combined search will appear
2. Narrow your search using the Matter, cdoes and/or dates
3. Don't forget the text search of the descriptions.

In this example we want to attach the Motion for Costs on the Barry Able matter. By using the power of the search we found the exact document quickly.

What would happen if there were several motions for costs? They all would be listed

The TM Add attachment only lets you add one document at a time. To add many you have to use the options built into Outlook or Windows Explorer

1. Find one of the documents you need to attach
2. Use the Change record button

1. With the document form open, use the Open Containing Folder icon

Highlight the ones that you need and drag and drop them onto the email you have started. The attachments may not appear immediately,if they do not - cancel out of the TM Add Attachment.

NOTES:
To highlight all of the documents in a folder - Ctrl-A.
To select multiples you can hold down control and click multiple documents

1. From the documents powerview
2. Click the directory icon

NOTE:
Your firm may have 2 directory icons. The additional icon is for historical documents - documents before Time Matters

In this example we are looking for the pleadings folder

Highlight all of the documents that you want to attach to the email and drag and drop them on the Outlook Email.

This will open a new Email with the attachments. The benefit of this approach is the names of the documents will be listed in the email

As you can see, the subject automatically includes the names of the documents and they are also listed in the body of the email.

You must remember to save that sent email