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…
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….
If you’ve contributed an email to a FileSite folder, but it is inexplicably not appearing in the folder, follow these checklist steps to narrow down why it is not appearing. After each step, check if the email is now ‘found’ and stop once you’ve found the problem. These steps are meant to be user-friendly and…
FileSite can get into some odd states with missing toolbars. Exactly what is it missing? If this is a new install, are you sure you finished installing everything? There are many, many different components and aspects that go into evoking the integrated FileSite and EMM functionality on your desktop. Inevitably, with many moving pieces, there…