Tag:iManage

BCC and email records | FileSite close-up

Have you thought about the BCC field recently?  Is it part of the formal record according to your firm? BCC contents differ from one context to the next, and the email’s underlying message ID reflects this difference.  Some law firms’ Records Management policies say the BCC field is needed for the original document’s integrity. Other firms treat…

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WorkSite Shortcuts? Drive Defensively | FileSite close-up
WorkSite Shortcuts? Drive Defensively | FileSite close-up

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…

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iManage Workspaces – improved browse and search

Often our iManage WorkSite customers have asked ‘why can’t we categorize matters to distinguish between billable and non-billable?’ We use this simple metadata technique from iManage to achieve that result.

On errors and Redemption | FileSite close-up
On errors and Redemption | FileSite close-up

Is FileSite or Outlook popping up “Unable to retrieve email from Exchange or a conflict exists” – during email contributions in FileSite 8.2 and FileSite 8.5? Troubleshooting, fixing short and long-term, and root cause: all are covered in this post.