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The Solution
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TMTools is an application that runs separately from Time Matters. It was developed by Time Matters CICs Mark Deal and Bob McNeill to automate the time-consuming and expensive process of cleaning up a firm's Time Matters email attachments, and to avoid the ultimately unsuccessful attempts to get users to TMSave their attachments, which leads to unhappy users and less than optimal use of the system.
TMTools is an application that operates on your Time Matters Enterprise database (either SQL or MSDE) version 6 or later. It is not available for Professional. TMTools:
- TMSaves each attachment in every Time Matters email in the Email List as a Time Matters document
record
- Saves each attachment to a path and filename according to a formula you specify, or simply uses your existing Time Matters document form auto-naming
formula.
- Creates a specified relationship between the email
record and the saved attachments (document records), so
that you can easily cross-reference each email to the
saved attachment (document record), and cross-reference
each saved attachment (document record) to the email to
which it was attached.
- Deletes each email attachment after it is saved as a Time Matters document record, reducing the size of the Time Matters database.
- Retains the attachment flag so that you can view the emails with attachments from various email lists.
- Empties the attachment table to delete any remaining attachments that are not linked to an email record, and gives you the option of saving these files as Time Matters document records as well.
- Can be scoped to process all emails, just certain staff's emails, emails related to just certain contacts or matters, just attachments with certain file extensions, just certain email date ranges, and so on.
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