Tag:Records Management

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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BCC and email records | FileSite close-up

Have you thought about the BCC field recently?  Is it part of the formal record according to your firm? BCC contents differ from one context to the next, and the email’s underlying message ID reflects this difference.  Some law firms’ Records Management policies say the BCC field is needed for the original document’s integrity. Other firms treat…

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A Healthy Email Policy

An email policy is crucial to define clear limits to personal use of a firm’s email system, and to establish the right to monitor email. This post describes several key points and summarizes best practices.