10:00 to 10:15 a.m.

III. Break

11:15 a.m. to 12:15 p.m.

V. Effective Email Management

a. Saving email from Outlook

b. Fields to program into your email form style

c. How to handle email attachments

d. How to convert documents into PDF and send them with one click

e. Searching within your emails within seconds

12:15 to 1:15 p.m.

VI. Lunch

1:15 to 1:45 p.m.

VII. Document Management

a. Create a document list in Time Matters

i. Bulk import

ii. Using TMSave

b. How does indexing reduce the time searching for a phrase or word(s) to a few seconds, even when searching through thousands of trial documents?

i. Create a Document-Content Index - as fast as Google

ii. Scheduling of Document Indexing

iii. How to perform search within the index

iv. Advanced search techniques

v. Working with the search results

1:45 to 2:45 p.m.

VIII. Advanced Topics

a. Delegation system and tracking

b. Automating common activities to increase productivity

c. Customizing Power Views

2:45 to 3:00 p.m.

IX. Break

3:00 to 4:30 p.m.

X. Advanced Organization

a. Searching and Sorting

i. Quicktabs

ii. Advanced Search

iii. Outline

iv. Timeline

b. Reports