The Time Matters/Front Office/Total Practice Advantage Document Management System (DMS) is a powerful tool for automatically saving documents. Some firms have a need to move documents from the TM DMS to another folder. Examples include:

• A firm needed to get a variety of litigation documents from a particular case on to a CD for discovery. They didn't need all the documents ... they needed very specific documents. This created the need to be able to filter the DMS for certain document types, by certain authors, and then copy them to a temporary folder where they could be burned to a CD.
• A lawyer was leaving a firm and needed to get all the documents that he had authored, and all documents for his cases, burned to a CD.

To accomplish this we needed the ability to filter the DMS in a number of different ways, and then to copy them to a meaningful folder structure.

• The solution is docs2go, a utility that lets you easily copy documents out of the TM DMS to another location.

"Great utility! Instead of spending 4-5 hours on this project, with docs2go we will complete the project in less than 30 minutes and more accurately!" ~ Ron Nelson - Church, Harris, Johnson & Williams

Some of the features of docs2go include:

• Select documents by Case, or select individual documents

By Case

By Documents

• Advanced filtering/searching

• Handles the Time Matters ampersand notation
• Stores in a mirror directory structure at a different root folder

• Once completed, you can check a file copy log for confirmation or proof of files that weren't copied

docs2go is priced at $300 per site. This is a one-time purchase.

Service releases will be available at no cost. Version updates will be available at a discounted fee.

docs2go is delivered as an executable program, licensed for your firm. It takes less than a minute to install. Configuration requires that you know:

• Your SQL Server name
• SQL sa user name
• SQL sa user password
• The name of the your Time Matters SQL database (typically somehting like TimeMatters9), and the "owner" of the database (typically tm9user)

The User Manual will then walk you through the rest of the configuration.

The manual covers all you need for the the installation, and we have a docs2go Forum on this web site for any problems that you might experience.

The following are the technical requirements for docs2go:

• Time Matters Entrprise only (a Pro version may be developed if there is enough demand ... please let us know if you are a Pro user and have an interest in docs2go)