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