Time Matter’s PDF Writer

For all those using Time Matters 8.0 you’ve got to try out the built in PDF writer if you already haven’t.  Whatever old method you’ve been using to create your PDFs is probably now a waste of time.  Of course, you need to be saving your documents into Time Matters, but once they’re there it’s so simple to create a PDF.  Here’s how it works:

1. Find the document you are looking for via the Documents List or the Documents tab on the Matter.
2. Right-click the document you want to create a PDF from while it’s in the list.
3. Select “Create PDF” from the menu and in a couple of seconds your new PDF document is created and added to the list.

You can also convert a document to a PDF and include it as an e-mail attachment in one swift stroke.  Just follow the steps above, but instead of selecting “Create PDF” from the menu, select the “E-mail document as a PDF” option and bang, your document is attached to a new e-mail ready to go.  Whether you’re attaching your PDF to an e-mail or just creating one, it’s a sweet new feature in 8.0.  Try it.  You’re almost certain to save time using TM instead of your Adobe software.

One thing to note is that Time Matters will retain the document name (with a new PDF extension) as well as any other information contained in the Document record fields.  In our case, we assign a unique document number in “User2″ to every document saved into Time Matters, so a new PDF document record created from another document has the same number as the original.  Not a biggie for most firms, but it’s worth noting.    

No Comments

No comments yet.

RSS feed for comments on this post. TrackBack URI

Leave a comment