The iManage WorkSite Communication Server (WCS) for 8.5 provides server-side filing of emails, above and beyond the ‘classic’ 8.2 Send and File functionality. In implementing this server-side functionality, WCS now has more interdependencies with Microsoft Exchange. These touch-points mean that greater care must be taken in upgrading or changing the Exchange Server. The following should…
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.
Any large content migration can drag you into almost endless complexity – keeping up with conflicting and rapidly-changing requests and trying to make progress efficiently according to schedule. Here are four best practices to guide your approach to collecting requirements for a large content migration. When are requirements not a moving target? You need a Requirements Repository. Publish…
There are many reasons to move content from a legacy system into a central Document Management System. Establish a single ‘search’ or point of access. Decommission obsolete servers. Rationalize Records Management approach to different content silos. Enable future collaboration. Great, so you’ve decided on a massive content import from some other repository. Perhaps it’s a…