Question: What is ‘Recent Matters’ aka the ‘Matter Worklist’ – what can I do to it, with it, etc? Answer: The Matter Worklist is simply your most recently-accessed workspaces. As FileSite displays it in Outlook, these workspaces are sorted alphabetically by name. How many workspaces are listed? Answer: By default, there are ten workspaces listed here….
iManage WorkSite has a client-and-many-server application architecture. The profile records, structure, and metadata are stored in a relational database – SQL Server or Oracle. The content itself is stored on a file server – which can be encrypted to be HIPAA-compliant as of WorkSite 9.0. The client machines – running FileSite or DeskSite – never…
FileSite can get into some odd states with missing toolbars. Exactly what is it missing? If this is a new install, are you sure you finished installing everything? There are many, many different components and aspects that go into evoking the integrated FileSite and EMM functionality on your desktop. Inevitably, with many moving pieces, there…
Trouble finding a folder – a classic-style Public Folder in WorkSite, or a deeply-buried folder within a workspace? Perhaps you never have this problem. If your firm has always used WorkSite with the best of Matter Centric techniques in designing workspace and folder structures, and you’ve been using the ‘the fewer-the-better’ paradigm, you probably don’t…