Training

Upgrading to iManage IDOL search – taming wildcards

Wild cards behave differently in 8.5 WorkSite compared to 8.2, now that the IDOL indexer is available.  A particular difference is the default use of wildcards in text fields, and in how wildcards affect search results. With the introduction of Autonomy’s IDOL to the WorkSite suite, a subtle but important change was made to the search…

Read more

Outlook 2010 and FileSite – follow the ribbon
Outlook 2010 and FileSite – follow the ribbon

As Outlook has moved more thoroughly to a ribbon model in the 2010 version, the FileSite user interface has evolved along with it. The integration point to connect FileSite in Outlook is still as a data file, but Outlook has changed the path that you must travel. Need to set up FileSite in Outlook 2010?…

Read more

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…

Read more

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….

Read more