Tag:Records Management

WorkSite folder deleted accidentally?
WorkSite folder deleted accidentally?

Restoring a deleted DMS folder is no laughing matter After a folder or a tree of folders has been deleted, it is a slow, complex, manual process to reverse-engineer the folder and its contents.  There is no restore-from-trash option – neither for users nor for sys-admins. I repeat: iManage provides no administrator-friendly tools to ‘undelete’ a folder or…

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Enterprise Search: ready to replace Document Management?
Enterprise Search: ready to replace Document Management?

Should a medium or small law firm invest in a Document Management System? Yes. Enterprise search sounds so powerful… can that be used instead?  Could you instead leave everything as it is, where it is, and apply Enterprise Search to make it accessible firm-wide? I don’t know of a search solution yet, that eliminates the need for a DMS. What does…

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Personal Files – a WorkSite Workspace for everyone and everything

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…

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You bcc so can I see? FileSite’s email and bcc information

Ever seen an email in FileSite missing BCC recipients that you know you added? Conversely, you opened an email and were surprised to see BCC names when it’s not your email? Because WorkSite stores the most common email data as a ‘field’ in addition to leaving it embedded in the message itself: dates sent and…

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