• Creating documents and folders
• Creating an automatic document
• Adding a document or folder
• Creating CaseView documents
• Creating manual document references
• Creating Microsoft Word or Excel documents
• Creating document links
• Configuring a helper application
• Adding the document link to the Document Manager
• Changing the properties of a folder
• Refreshing items on the Document Manager

To set up a Microsoft Word or Excel document

1. Click to create a new Word document or to create an Excel document.
2. In the Number box, enter a unique document number.
3. In the Description box, enter a brief description.
4. In the File Name field, Time automatically names the new file "New Microsoft Word Doc" or "New Microsoft Excel Doc". Type in a new name for the file. This name can be changed later. The document is stored on the Document Manager so you do not need to provide the full file path.
   To base your new document on an existing Word (.dot) or Excel (.xlt) template file, click to browse and locate the file. Basing your file on a template gives you to access to all the styles and preset formatting in that template.
5. Click Include in Document Index if you want the document reference to appear in the Document Index.

6. If applicable, click Roles to enter your initials.

   Note: Once added to the Time file, it is recommended that the Word or Excel file be opened only from the link in the Time file, not externally.

Notes

• Microsoft® Excel and the Excel logo are registered trademarks of Microsoft Corporation in the United States and other countries.