In my previous tip on searching effectively for emails, I mentioned a FileSite feature that I think deserves more attention: the Restrict Search selection. This selection allows you to say whether WorkSite should ‘return only emails’ ‘exclude emails’ or ‘return all documents’. This last one means both emails and non-emails. Why Exclude Email
In iManage’s FileSite, a ‘Shortcut object’ does not always work the way you might expect it to work. Some of the surprises can be unpleasant, so it’s best to be aware of their quirks… This is useful insight for lawyers and assistants who use the Document Management System, and also for IT staff who support…
Adoption problems? Don’t assume it’s all “about the training.” When a consultant or IT starts to blame a user’s lack of training, it’s often a warning that the system is not accommodating that user’s way of working. It should be possible to have it both ways – minimal retraining and also meeting the business needs with the software deployed. Along the way, you balance the three aspects of project effort, user impact, and business value.
FileSite, the Outlook add-in that provides document management, uses a variety of icon designs to distinguish between different containers that have different functionality. Here are the most important icons as of FileSite version 8.2 and how to recognize them. You must use a color monitor (or color print-out) to view these correctly. The icons change…