Monthly Archives: April 2012

FileSite 8.5 and Outlook 2010 – worth the upgrade
FileSite 8.5 and Outlook 2010 – worth the upgrade

If your firm has been happily using the FileSite 8.2 client for years – and I know this is true for many – you may ask “why go to the effort to upgrade?” There are many reasons to upgrade to 8.5, but here is my current favorite. The FileSite 8.5 Save Attachments option within the…

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Garden detour
Garden detour

cercis canadensis – in bloom at Cersys global HQ.

Q&A about Matter Worklist – Recent Workspaces
Q&A about Matter Worklist – Recent Workspaces

Question: What is ‘Recent Matters’ aka the ‘Matter Worklist’ – what can I do to it, with it, etc? Answer: The Matter Worklist is simply your most recently-accessed workspaces. As FileSite displays it in Outlook, these workspaces are sorted alphabetically by name. How many workspaces are listed? Answer: By default, there are ten workspaces listed here….

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Email gone AWOL – Dragged it to FileSite… and now what?

If you’ve contributed an email to a FileSite folder, but it is inexplicably not appearing in the folder, follow these checklist steps to narrow down why it is not appearing.  After each step, check if the email is now ‘found’ and stop once you’ve found the problem.  These steps are meant to be user-friendly and…

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