Why force folders to sort? Whether you like it or not, Microsoft Outlook imposes sorting on FileSite’s folders: an alpha-numeric sorted order. The sorting order is a design point for document management systems: I’ve incorporated it in Cersys DMS tune-ups and deployments for almost five years now, and I’ve been using it in email and…
An Environment Baseline is the analysis and data collection effort that describes the existing content. The baseline defines the starting context for the content migration. Any content repository which has grown over time, with contributions from many people, will conceal some surprises. In defining the Business Requirements for a Content Migration, you best start with…
The iManage WorkSite Communication Server (WCS) for 8.5 provides server-side filing of emails, above and beyond the ‘classic’ 8.2 Send and File functionality. In implementing this server-side functionality, WCS now has more interdependencies with Microsoft Exchange. These touch-points mean that greater care must be taken in upgrading or changing the Exchange Server. The following should…
If your financial system controls the creation and open-closed status of matters in iManage WorkSite, you may occasionally run into situations where a matter has been closed, yet there is still content to contribute. Here are some tips about the situation.