Consulting
Contact us through email
consultant@enable-consulting.com
Reach us directly at
781-856-5244
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
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