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TimeMatters - Public ยป Email List - The Powerful Approach

Topics

  • Email 8
    • View Emails on a Matter
    • Save Emails from Outlook
    • Sending Emails from Time Matters
    • Adding Attachments from Time Matters documents
    • Email List - The Powerful Approach
    • Configure Your Outlook - Time Matters settings
    • Configure Your Time Matters for Email - Attachment Options
    • I am a long Time User. Can I move my old attachments outside of the database
  • Demonstration Videos 4
    • 7 Second System and Premium Powerviews v. 1
    • Existing Time Matters user? Convert to our system easily and quickly
    • Time Matters - PCLaw Link - Version 10 PCLaw worksheet
    • What to Expect when working with us
  • Troubleshooting and FAQ 4
    • Integrations with Office and Adobe
    • Database needs to be rebuilt errors
    • What is with this "you have not backed up in x days" prompt?
    • Special Dates - You must verify them and add the proper holidays

This is a small portion of the training resources availble to users of the 7 Second System. Many screen shots are unique to our systematic approach to implementations. You will find all of the powerviews have been altered to enable Time Matters to be effective and extremely easy to use.

What is the 7 Second System? Take a look here : http://7secondblog.ca/7-second-system/.

Feel free to drop us an email with any questions:
Matt Stone: matt@7secondsystem.com
Ricahrd Pleau : rick@7secondsystem.com

This is a small portion of the training resources availble to users of the 7 Second System. Many screen shots are unique to our systematic approach to implementations. You will find all of the powerviews have been altered to enable Time Matters to be effective and extremely easy to use.

What is the 7 Second System? Take a look here : What is the 7 Second System?

Feel free to drop us an email with any questions:
Matt Stone: matt@7secondsystem.com
Ricahrd Pleau : rick@7secondsystem.com

Last Updated

Jan 30, 2012

Download Lesson PDF

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Email List - The Powerful Approach

This lesso will show you the power of the email list

Open the Email list

Open_the_email_list

If you do not have an icon on the toolbar, you can use the menus - Mail - Email List - All email

Use your quicktabs - read the email at the bottom

Use_your_quicktabs_-_read_the_email_at_the_bottom

1. Your emails in these date ranges
2. Read the email in the powerview
3. Many times you want to delegate a task while you are looking at an email

NOTE: The New Email tab shows you all of your emails by the date they were saved to Time Matters as many times we save emails that are several days old.

Search by Matter - date - code and text

Search_by_matter_-_date_-_code_and_text

1. Click the search icon (or use keybaord F2)
2. Or use the search in the task panel
3. Enter your selections - Matter, date, code etc

You can sort and do further searching

You_can_sort_and_do_further_searching

1. Click the column headers to sort.

NOTE:
You can then use the up and down arrows on your keyboard to view all of the emails in the matter. This will function almost the same as an Outlook folder, except we can do more here.

F2 remembers your last search - you can the refine

F2_remembers_your_last_search_-_you_can_the_refine

Using the search shortcut (F2) or clicking the combined search again will remember your last search.
You can refine that search - in this example we are looking for emails with settle in the email

Results show all emails with settle in the email for that matter

Results_show_all_emails_with_settle_in_the_email_for_that_matter

Don't underestimate the value and power in refining your searches. If you can get to emails quicker, you can move along to analysis quicker.

Another example - all emails on a matter from a company/firm

Another_example_-_all_emails_on_a_matter_from_a_companyfirm

In this example, the client's company has emails in the format @lawdemo.com. Here we are searching for all of the emails with lawdemo in the "from" field. This will show us all of the emails that we have received from our clients company

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