Tag:adoption

FileSite/DeskSite 9.0 Update 5 Highlights

Top Feature in Update 5 for FileSite, DeskSite The WorkSite desktop clients Update 5 provides a particular new feature which has been requested in several DMS deployments we’ve done: the ability to pre-set, and remember, any tab on the Document Preview Pane. Why is this useful?  Regardless of training, I’ve found that people who are new to DMS never…

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6 Adoption Lessons from SharePoint Governance for any solution

Consumable: something you internalize. Adoption: adds a new responsibility that tags around after you.  At spTechCon I enjoyed the presentation Creating a Consumable SharePoint Governance Plan by Susan Hanley.   Susan shared a living list of SharePoint governance questions: these are on her landing page at http://susanhanley.com/.  Susan promises frequent updates, so it’s worth it to retrieve the latest…

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Avoid these fatal mistakes in introducing Document Management
Avoid these fatal mistakes in introducing Document Management

To an enthusiastic project sponsor, it can seem like Document Management and Email Management software will sell themselves within a law firm or corporate law department. You might be tempted to install the software on everyone’s desktop and expect everyone to leap into using it. Why DMS is fabulous After all, what’s not to love?…

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Personal Files – a WorkSite Workspace for everyone and everything

It is a truth universally acknowledged, that a document within a Matter Centric DMS must be stored in a single workspace, and that each workspace is in need of exactly one Matter number. (Hat-tip to Jane Austen.) No document without a workspace is a fine aphorism to apply to the management of documents for law…

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