The real risk of allowing substantive content to fester in mailboxes: being liable for the cost of finding the pertinent content. Move it to matter-centric storage and purge those mailboxes regularly. Ban PST files entirely. “We are currently undertaking a detailed review of the proposals. It appears you propose an annual review of approximately 100 mailboxes [...]...

It is a truth universally acknowledged, that a document within a Matter Centric DMS must be stored in a single workspace, and that each workspace is in need of exactly one Matter number. (Hat-tip to Jane Austen.) No document without a workspace is a fine aphorism to apply to the management of documents for law [...]...

A good #iManage Workspace name helps you organize, distinguish, and search. Naming convention for matter centricity in #WorkSite....

“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 [...]...

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 [...]...

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....