Design

Workspace Name Guidelines | Matter Centricity and iManage
Workspace Name Guidelines | Matter Centricity and iManage

A good #iManage Workspace name helps you organize, distinguish, and search. Naming convention for matter centricity in #WorkSite.

Import design patterns – Content Migration best practices
Import design patterns – Content Migration best practices

Choosing a simple, complete set of patterns: the meat-and-potatoes of a content migration analysis.  How do you take the ‘raw’ content on a network drive, and move it into a document management system with ‘the right’ metadata? How will you accomplish this on-budget and on-time? Make the hard choices during business analysis – to determine…

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Import Requirements guidelines – Content Migration Series
Import Requirements guidelines – Content Migration Series

Because Content Migration to a Document Management system usually involves a blizzard of details, it’s important to set your targets firmly and keep on track to producing usable requirements. An Environment Baseline represents a thorough, accurate description of the original content – both its structure and file distributions throughout the structure. By analyzing that baseline and characterizing…

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Forcing the order of Workspace Folders | FileSite close up
Forcing the order of Workspace Folders | FileSite close up

Why force folders to sort? Whether you like it or not, Microsoft Outlook imposes sorting on FileSite’s folders: an alpha-numeric sorted order. The sorting order is a design point for document management systems: I’ve incorporated it in Cersys DMS tune-ups and deployments for almost five years now, and I’ve been using it in email and…

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