Tag:matter centric

Forcing the order of Workspace Folders | FileSite close up
Forcing the order of Workspace Folders | FileSite close up

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…

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When a Matter is closed | FileSite close-up
When a Matter is closed | FileSite close-up

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.

Productivity = Don’t file? No! Matter Centric DMS
Productivity = Don’t file? No! Matter Centric DMS

An IT blog recently recommended “Want to be more productive? Don’t file your email.” Sure, if each person spends 20 minutes daily to file emails, that adds up to a lot of time spent firmwide. Personally, I don’t conclude that ’employees are losing a lot of time carrying out a pointless exercise’. At a law firm or in a legal department, the goal is not purely personal productivity – consider overriding goals for collaboration and record retention. In the legal context, the ‘time spent’ argument is a strawman – set it up in order to knock it down. Don’t read their headline and assume it makes sense for legal!

Prevent Flatspace – WorkSite can save your weekend
Prevent Flatspace – WorkSite can save your weekend

I suspect you would like to prevent accidental deletion of iManage folders along with their contents.  Yes? This must-have feature is not used by default – it needs to be activated by your WorkSite administrator so the DMS is protected. WorkSite 8.5 introduced a setting to ensure that content saved in the DMS is always located in a folder: Prevention…

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