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2010 Practice 2010 Practice Management Management Annual Conference Annual Conference Using Time Matters® to Manage Firm E-mail & Communications Presented by: Duane Cary

2010 Practice Management Annual Conference Using Time Matters® to Manage Firm E-mail & Communications Presented by: Duane Cary

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Page 1: 2010 Practice Management Annual Conference Using Time Matters® to Manage Firm E-mail & Communications Presented by: Duane Cary

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

Using Time Matters® to Manage Firm E-mail &

Communications

Presented by:

Duane Cary

Page 2: 2010 Practice Management Annual Conference Using Time Matters® to Manage Firm E-mail & Communications Presented by: Duane Cary

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceObjectives

• Create and manage internal and external emails.

• Managing emails from Outlook.

• Managing attachments.

Page 3: 2010 Practice Management Annual Conference Using Time Matters® to Manage Firm E-mail & Communications Presented by: Duane Cary

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference Using Time Matters® to Manage Firm E-mail &

Communications• Questions & Session logistics

• I will stop at intervals during the sessions to address questions• After class I will be able to go into more detail regarding subject matter if needed

• Background:• Over 6 years experience supporting Time Matters in various technical support

and training roles• Currently provide training and documentation for LexisNexis University Training

Page 4: 2010 Practice Management Annual Conference Using Time Matters® to Manage Firm E-mail & Communications Presented by: Duane Cary

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual Conference

At the end of this session you should be able to:

• Set up an email account in Time Matters using POP or MAPI.

• Link an email to the appropriate matter.• Link an attachment to the appropriate matter.• Save an email, calendar event or task, and/or

contact from Outlook to Time Matters.• Use the Time Matters inbox to send messages to

other users of Time Matters within the office.

Page 5: 2010 Practice Management Annual Conference Using Time Matters® to Manage Firm E-mail & Communications Presented by: Duane Cary

2010 Practice Management 2010 Practice Management

Annual ConferenceAnnual ConferenceAdditional Training Opportunities

• For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings.

• Also available are an extensive network of LexisNexis® Certified Independent Consultants (CICs) who offer on-site training, installation, and maintenance of Practice Management software systems.