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SR3A Installation and Features Guide - 63 pages
Learn how to set up and use the important new features of Service Release 3A for Time Matters 9.0. This extensively illustrated step-by-step guide covers:

• Undocumented techniques for fast comprehensive Conflicts Searches
• Expert advice on curing Attachment Bloat that can destroy documents
• Top-level summaries plus in-depth analysis of new features and fixes
• Advice on how to fix and how to avoid problems with your database
• Much more, including analysis and illustrated step-by-step instructions

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• TABLE OF CONTENTS - SR3A GUIDE
  
  
• IS THIS GUIDE FOR YOU?
• For Beginners and Ordinary Users
• For Current Users of Version 9.0
• For Upgraders to Version 9.0
• For Users of Versions 8.0, 7.0 or Earlier
• For Do-It-Yourselfers
• For Consultants
• Pricing
  
  
• ABOUT THIS GUIDE
• Free Version or Full Version of the Guide?
• Buy the Full Version
• Full Version-Only Pages
• 30-Day Warranty and 10-Day Return Privilege
• Adobe Acrobat Reader
  
  
• SUMMARY OF SERVICE RELEASE 3A
  
  
• SUMMARY: New Features
• SR3A Installation and New Features Guide
• Wells H Anderson, J.D., CIC 3 800-575-0007
• Full PDF Version
• Please do not copy
• Eliminating E-mail Attachment Bloat
• Faster Form Tabs (Enterprise Only)
• Search All Records with Wildcards and Connectors
• Better Conflict of Interest Checking
• Outlook Integration Improvements
• Document Merge .doc or .docx Setting
  
  
• SUMMARY: Fixes for Data Problems
• Unintentional Deletion of Records Issue
• Updating Related Records Issue
• Duplicate Indexes Issue (Enterprise Only)
• Fixes for Other Issues in Time Matters and LNTPA
• Fixes for Issues in Billing Matters
• Known Issues and Work-Arounds
  
  
• PREPARING FOR SERVICE RELEASE INSTALLATION
• Synchronizing Phones and Laptops
• Getting Users Out of Time Matters
• Backup Time Matters
• Close Programs
  
  
• DOWNLOAD THE SERVICE RELEASE
• Option 1: Check for Updates in Time Matters
• Option 2: Download Service Release from Web Site
• Logging In to the Time Matters Web Site
• Downloading the Service Release Installation File
• Downloading the Supplemental Documentation
  
  
• INSTALLING THE SERVICE RELEASE – FIRST COMPUTER
• Data Indexer
  
  
• UPDATING OTHER COMPUTERS
• Installing the Service Release
• Updating MS Word
  
  
• SR3A NEW FEATURES
  
  
• Eliminating E-mail Attachment Bloat
• What Is Attachment Bloat?
• What Problems Does Attachment Bloat Cause?
• Options for Managing Attachments
• Recommendation: Option 1
• Option 1 Move Attachments Outside of the Database
• Option 2 Saving Attachments Manually with TM Save
• Option 3 Saving Attachments with MS Outlook
• Option 4 TM Tools, a Third-Party Program
• Deleting or Moving Existing Attachments Outside of the Database
• Moving Existing Attachments Outside of the Database
• Attachment Directory Settings
• Document Search and Attachments Outside the Database
• Synchronization with Laptops
• Faster Form Tabs (Enterprise Only)
• Search All Records with Wildcards and Connectors
• Asterisk Wildcard
• Question Mark Wildcard
• Finding Names
• Connectors "and" and "or"
• Parentheses
• Better Conflict of Interest Checking
• Outlook Integration Improvements
• Using TM Connect for Multiple Outlook E-mails
• Showing Attachment Documents on a TM E-mail
• Document Merge .doc or .docx Setting
• More New Features
• Adobe Acrobat 9 Pro
• Synchronization Enhancements
• Firefox 3 Support
• PCLaw Worksheet
• PCLaw Remote Client
• BlackBerry Operating System 4.5 and 4.6 Support
• Microsoft SQL Server 2008 and Microsoft Windows Server 2008 Support
  
  
• FIXES FOR DATA PROBLEMS
• Unintentional Deletion of Records
• Description of the Unintentional Deletion Issue
• Impact of Unintentional Deletion of Records Issue
• Determining Whether the Deletion Issue Affects Your Database
• Fix for Unintentional Deleted of Records Issue