Symptom With a fresh install of FileSite, the OutsideIn viewer sometimes does not load correctly in the Outlook preview pane. Instead a message is displayed in the preview pane. ‘Sorry. A viewer for this format is not available’. This feature is called ‘Quick View‘ for training purposes. The problem persists after the machine is rebooted,…
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….
iManage WorkSite has a client-and-many-server application architecture. The profile records, structure, and metadata are stored in a relational database – SQL Server or Oracle. The content itself is stored on a file server – which can be encrypted to be HIPAA-compliant as of WorkSite 9.0. The client machines – running FileSite or DeskSite – never…