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Merge Templates

Time Matters links your client and case records to the documents that relate to them. More importantly from the standpoint of increasing profits, Time Matters can automate the process of both creating and storing those documents using Merge Templates.

First, open the record for the client or case for which you want to create a document and click the Docs tab



At first glance, the screen may seem a bit overwhelming. Relax. Ignore the first three rows of buttons and tabs. They are used to go to different screens or perform other functions. The text in the white fields in the middle section of the screen give the basic client information. This section is repeated on every Contact screen to help you keep your bearings.

·	At the bottom of the screen is a list of documents for this client and buttons used to create and find them again.
·	Click the New Document button to bring up the equivalent of a 3x5 card profiling the new document. Important information is already automatically recorded here.
·	Proceed by click the Merge button to begin creating the document.
·	Choose the template for a document and click the next Merge button.
·	Modify the suggested file name if you wish, then click OK.

Your new document, automatically containing both boilerplate text and variable information from the client and case records appears in your word processor under a Merge Complete confirmation window.

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