Tag:Workspace

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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Workspace Name Guidelines | Matter Centricity and iManage
Workspace Name Guidelines | Matter Centricity and iManage

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

My Matters cleanup tips = Solve your mess
My Matters cleanup tips = Solve your mess

“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…

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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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