Cersys top ten posts Happy New Year everyone. Have you made any resolutions about cleaning up your Document Management system? 2014 was the highest-traffic year yet for the Cersys website. As in prior years, the most-visited pages reflect that many of our visitors are interested in solving a particular FileSite or WorkSite trouble; or wants…
Top Feature in Update 5 for FileSite, DeskSite The WorkSite desktop clients Update 5 provides a particular new feature which has been requested in several DMS deployments we’ve done: the ability to pre-set, and remember, any tab on the Document Preview Pane. Why is this useful? Regardless of training, I’ve found that people who are new to DMS never…
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…
Question: My Outlook ‘Inbox’ has DMS fields for ‘Filing Location’ ‘Filing Status’ and ‘Filing Date’ – but my ‘Sentbox’ does not have these fields. Is this normal? How can I get this information to appear in my Sent Items and in my Inbox? Answer: That’s normal, but don’t despair. You can easily add Filing Status…