Like other document assembly software, Time Matters lets you reuse your existing word processing documents to create automated documents. Like other Time Matters features, this one has a variety of options that allow flexibility in automating your practice. This description covers the basics of creating a Merge Template.
Start by making a copy of one of your form documents. In Time Matters, click on through the top menu to the Merge Templates setup screen:
Click the Add button and give the Merge Template a brief description.
Select the path and name of your existing document that you will use to create an automated document and specify a default location for newly assembled documents. Then open the new Merge Template by clicking the Create or Open button.
Your word processor open with the Mail Merge toolbar available.
The data fields from Time Matters are now available for insertion into your document using the Insert Merge Field button. After inserting the fields you need, save the document, switch back to Time Matters and finish the Merge Template by clicking the OK button.
and give the Merge Template a brief description.
