Tag:iManage

2014 in review at the Cersys blog
2014 in review at the Cersys blog

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…

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FileSite/DeskSite 9.0 Update 5 Highlights

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…

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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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iManage FileSite’s Filing Status columns: a quick tip
iManage FileSite’s Filing Status columns: a quick tip

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…

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