“One of the annoyances of the FileSite app is the inability to remove >1 shortcut at a time, to tidy up” My Matters or My Favourites. However, there is a way to select a number at a time and remove them – you just need to know how to get there. Jason Plant’s reported the…
If your financial system controls the creation and open-closed status of matters in iManage WorkSite, you may occasionally run into situations where a matter has been closed, yet there is still content to contribute. Here are some tips about the situation.
iManage FileSite 8.2 Email Management (EMM) does not coexist very well with Outlook 2007’s revised concepts for Flags and To-dos. The way EMM 8.2 assigns flags is in direct conflict with how many people use flags in Outlook 2007. Next, I’ll recommend how to fix this in the short and long term, provide further background…
With the release of FileSite 8.5 Sp3, iManage has added a pair of navigation features that I’ve long hoped for. Both features make folders easier to find, and workspaces friendlier to collaboration. The features transform the experience from ‘go find it’ into ‘here it is’. Send Container Links – WorkSite has long supported document links (NRL) which…