Saving TM Assembled Hot Docs

TM8E,SR1-A, Hot Docs 2005 SP2.  One workstation running Hot Docs Pro assembles document from Time Matters and save works just by assembling and then exiting the document.  Another workstation using same template but Hot Docs Standard assembles document from Time Matters but it won't save directly to TM on exit.  It gives the "Save as" window.  We auto-name our documents.  I know that I've seen something on this before, but can't seem to find it. Can anyone help?

Thanks!

 

When you get to the last dialog of the HotDocs interview (The End of Interview) make sure you hit the F12 key which should resolve the problem for you.

Thanks very much Mark.  I remembered hearing about that fix before, and we had tried it, but after the "Finish" button was clicked at the end of the interview.  This did not work.  If we hit F12 prior to hitting "Finish", it does work.  Do you know why this happens?  Also, it does not happen on the Hot Docs Pro workstation, only the Hot Docs Standard workstations.  Is this fixed in the more recent versions?

At any rate, it works for now.  Thanks again for you help!

We're using HD Pro on two workstations.  The F12 (prior to hitting finish) only works for us from a TM Matter but not a TM contact. 

Are you sure your document naming convention utilizes paths from the contact record?

Good point.  We use the matter reference for the doc naming convention so that automatically we get the drive letter, the top level folder name, and the matter folder name filled in.   But I don't know why starting from the contact would affect the F12 function, though, since the document form when being created from a contact fills in the drive letter and the top level folder (just not the matter folder) anyway. 

I have always felt that the folder structure should be:

Client\Matter_Ref\Code

This is because not all documents you generate have a matter associated with them.  I may send a proposal to a client but, technically, they don't become a matter until they sign the contract so the folder structure turns out to be:

Client\Code

When they become a client, they become:

Client\Matter_Ref\Code

When they decide to utilize our services for HotDocs and Time Matters then we end up with two different branches in the folder based on classification codes.

In my world, all documents go to or are associated with contacts.  When the contact becomes a client, the documents are still associated with the contact first.