Resetting the Document Manager

If your Document Manager has become cluttered with old items and inefficient to use, you can now rebuild the Document Manager. You have three choices

• To replace the Document Manager with the default one supplied with Time;
• To keep most of your customized Document Manager, replacing a few documents with those from the default Document Manager;
• To replace most of the Document Manager but add in the documents you have customized and use regularly.

To reset or rebuild the Document Manager

1. Select Tools | Maintenance | Copy Document Manager.
2. If applicable, open folders and subfolders to verify that the documents you want are there.
3. Select from one of three radio buttons.

   Overwrite Document Manager with default

   Selecting this will replace the current Document Manager entirely with the default one. When you click OK, you'll be asked to verify the replacement and asked if you have a backup of the company file. If no backup exists, cancel, make a backup and then restart the Copy Document Manager process.

   Add document items from default to current Document Manager

   Use this when you want to retain most of your current Document Manager while adding a few documents and folders from the default Document Manager to augment or replace current documents.

   Replace Document Manager with default plus items from current Document Manager

   Use this when you want to replace most of your current Document Manager with the default Document Manager. You can add a few documents and folders from your current Document Manager to the new one.
4. The dialog Add Document Items opens displaying two versions of the Document Manager. The one in the right side pane will be the new Document Manager after you confirm to save.
• If you selected Add document items from default to current Document Manager, the default Document Manager is in the left pane.
• If you selected Replace Document Manager with default plus items from current Document Manager, the current Document Manager in the left pane.
5. In the left pane, open folders and subfolders to locate the one(s) to copy to the new Document Manager.
6. In the right pane, open the target folder(s) and subfolder(s) and then drag the document(s) from the left pane to this one. You can delete unwanted items from the right pane but not rename or renumber them within this dialog.
7. When you are done, click OK to replace the current Document Manager with the one you just created in the right pane. Click Cancel to ignore your changes.