Tag:iManage

My Matters cleanup tips = Solve your mess
My Matters cleanup tips = Solve your mess

“One of the annoyances of the FileSite app is the inability to remove >1 shortcut at a time, to tidy up” My Matters or My Favourites.  However, there is a way to select a number at a time and remove them – you just need to know how to get there. Jason Plant’s reported the…

Read more

Duelling Previews in Outlook 2007 and FileSite
Duelling Previews in Outlook 2007 and FileSite

Both FileSite and Outlook provide preview areas, but these are not interchangeable. Sometimes the Outlook Reading Pane becomes enabled – incorrectly – for a particular FileSite folder. Users often confuse the functionality of these two previews, and think that there is a FileSite problem because the Reading pane cannot display the FileSite item contents. “This…

Read more

Import design patterns – Content Migration best practices
Import design patterns – Content Migration best practices

Choosing a simple, complete set of patterns: the meat-and-potatoes of a content migration analysis.  How do you take the ‘raw’ content on a network drive, and move it into a document management system with ‘the right’ metadata? How will you accomplish this on-budget and on-time? Make the hard choices during business analysis – to determine…

Read more

Import Requirements guidelines – Content Migration Series
Import Requirements guidelines – Content Migration Series

Because Content Migration to a Document Management system usually involves a blizzard of details, it’s important to set your targets firmly and keep on track to producing usable requirements. An Environment Baseline represents a thorough, accurate description of the original content – both its structure and file distributions throughout the structure. By analyzing that baseline and characterizing…

Read more