From this window, right-click a file and select "Add to Matter…" From a matter window, switch to the Files View and click the + at the bottom of the files list. You can add a Document Template to a matter from this window, or from a matter window.
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The search field lets you quickly find a Document Template, and you can select a template and press the Spacebar to preview it. You can organize your templates in folders and tag them. The Document Templates window works just like any other Files View. To access your Document Templates, select File > Document Templates or press ⌘9 on your keyboard. You can create and organize a list of Document Templates that can be easily added to any matter. You can also right-click files to show more options, including adding tags and reminders. Hold ⌘ while double-clicking a file or folder to show it in the Finder. With a file selected, you can press Spacebar to preview it with Quick Look, press Return to rename it, or press ⌘Delete to move it to the Trash. Hold the Option key down while dragging a file to copy it rather than move it. You can move files into folders, drag files to and from Finder, or drag files to and from other Matter windows. Double-click a file or folder to open it, use the keyboard to move up and down, use the left/right arrow keys to open or close folders, or start typing a document's name to select it.ĭrag and drop works as you'd expect. You can interact with it in much the same way. You will now have 2 different copies of the document, and only the one copied into TimeNet Law will appear in Files View and search results.įiles View is very similar to a Finder window.
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The file will be copied, leaving the original in place.
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If you'd rather copy the file into your matter documents, hold down Option on your keyboard when dropping the file into your matter. The file will no longer be at its original location on your hard drive. Move)īy default, files you drag into a matter window are moved, not copied. How Files Are Handled by TimeNet Law (Copy vs.