iManage DeskSite 9 and Works 10 Integration

 

At its core, iManage is a document management system designed by users to work the way they work. iManage Work 10 is the first designed with input from hundreds of professional services users and enhanced with AI-based smart features that boost productivity.

Many modern law firms are slowed down by their document management software. Their files are saved indiscriminately across multiple systems and hard drives. Also, trying to navigate unintuitive software wastes valuable money and labor hours that could be employed elsewhere.  You are not new to document management but iManage makes document management easier for the end user and more effective and secure. Specifically, the benefits of using this product are that we can streamline the management of the life cycle work completely, enhance the productivity, reduce the risk, improve the responsiveness, and increase the client satisfaction.

 

Course Content – Part I                                                           Course Content – Part II

 

Lesson 1: Identify Screen Elements

Topic A: Navigation Pane

Topic B: Matter Worklist

Topic C: Matter Workspace

Topic D: Document Results Pane

Topic E: Reading Pane

Topic E: Status Bar

Lesson 2: Matter Centricity

Topic A: Client ID

Topic B: Document ID

Lesson 3: Navigating the Folder Structure of a Matter

Topic A: Default Folders

Topic B: Browse Matters

Topic C: Retrieve Documents

Topic D: Create Shortcuts to Matters, Folders andDocuments

Lesson 4: Search iManage

Topic A: Use Different Search Tools

Topic B: Clear Search Criteria

Topic C: Save Searches

 

Lesson 5: Work with Documents

Topic A: Open Documents

Topic B: Check out Documents

Topic C: Create and File Documents

Topic D: Change Profile Information

Topic E: Create New Versions

Topic F: Manage Versions

Topic G: Move or Re-File a Document

Lesson 6: Work in Outlook

Topic A: Get Familiar with Works 10

Topic B: File Incoming Email

Topic C: Create, Send and File Email

Topic D: Link Outlook Folders to a Matter and it’s Email Folder

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iManage DeskSite 9 and Works 10 Integration

 

At its core, iManage is a document management system designed by users to work the way they work. iManage Work 10 is the first designed with input from hundreds of professional services users and enhanced with AI-based smart features that boost productivity.

Many modern law firms are slowed down by their document management software. Their files are saved indiscriminately across multiple systems and hard drives. Also, trying to navigate unintuitive software wastes valuable money and labor hours that could be employed elsewhere.  You are not new to document management but iManage makes document management easier for the end user and more effective and secure. Specifically, the benefits of using this product are that we can streamline the management of the life cycle work completely, enhance the productivity, reduce the risk, improve the responsiveness, and increase the client satisfaction.

 

Course Content – Part I                                                           Course Content – Part II

 

Lesson 1: Exploring the iManage Web Interface 

Topic A: Open Site URL

Topic B: Categories

Topic C: Content Pane

Topic D: Contextual Filter Pane

Topic E: Details Pane

Topic E: Access the Kabob

Lesson 2: Matter Centricity

Topic A: Client ID

Topic B: Document ID

Topic C: Workspaces

Topic D: Profile Metadata

Lesson 3: Browse Workspace Folders

Topic A: Locate a Matter

Topic B: Browse Matters

Topic C: Add a Matter to My Matters

Topic D: Create a Favorites List

Topic E: Filter the Results

Lesson 4: Search iManage

Topic A: Use Different Search Options

Topic B: Personal vs All Search Results

Topic C: Save Searches as Public or Private

 

Lesson 5: Work with Documents

Topic A: Open or Preview a Document

Topic B: Check out Documents

Topic C: Create and File Documents

Topic D: Change Profile Information

Topic E: Create New Versions

Topic F: Manage Versions

Topic G: Move or Re-File a Document

Topic H: Identify Activity Using a Timeline View

Lesson 6: Work in Outlook

Topic A: Use the Work Panel

Topic B: File Incoming Email

Topic C: Create, Send and File Email

Topic D: Link Outlook Folders to a Matter and it’s Email Folder