How do I view documents in iManage?

Select the File tab to access the Microsoft Office Backstage view. Select Open, then select iManage. By default, the Documents tab is selected and displays the All Recent Documents list. Alternatively, select Checked out by me or Offline to view the other document lists.

You can access your checked out documents by using the Checked Out Documents filter on the Documents tab. Alternatively, select the More information arrow on the iManage Work Agent, and then select the desired checked out document to open it in the relevant application.

Additionally, how do I export files from iManage? How to Export Files From iManage

  1. Right Click on your iManage Workspace.
  2. Select ‘New Bundle > Bundledocs’ from the menu.
  3. Select ‘New Bundle’ to complete the export.

Correspondingly, how do I search for files in iManage?

Searching for folders

  1. Click inside the search box and select .
  2. Enter the search characters in the search box and select. . The content list is narrowed down to list the folders that meet your search criteria.

How do I create a folder in iManage?

Creating new folders

  1. Select the name of a matter to open it. The matter appears on the top of the list. Its contents are listed below it.
  2. From the More Actions menu, select. New Folder.
  3. Select a template from the Template pull-down list.
  4. Select a predefined folder from the list. Deselect folders you do not want to create.
  5. Select Create.

What is an echo document?

The Echo folder is a local Windows folder that is used to cache documents downloaded from NetDocuments. If you have Echoing turned on, a Checked Out document will be downloaded to the Echo folder (instead of the Windows temp directory). This improves performance and provides redundancy.

What is iManage DeskSite?

iManage Worksite – DeskSite is one of the products of iManage which is the global leader in professional work product management. This product will organize and manage all the communication and content which are related to professional work and make them less complicated but more critical.

How do you save in iManage?

To save a document in iManage Work as PDF: Select the iManage tab, and in the File group, on the iManage ribbon group, select Open. Alternatively, open the iManage document using the backstage menu. Select Save as PDF. The Save as PDF Options dialog box is displayed. Select the PDF options. Select OK.

How do I save an email to iManage?

Save email attachments from multiple emails at the same time to iManage Work. Insert iManage Work items as email attachments. Drag an iManage Work document into an open email to attach it as a local copy. Advanced search options for locating the desired documents, emails, clients, and matters in iManage Work.

How do I create a subfolder in a folder?

To help keep your emails organized, you can create subfolders or personal folders by using the New Folder tool. Click Folder > New Folder. Type your folder name in the Name text box. In the Select where to place the folder box, click the folder under which you want to place your new subfolder. Click OK.

How do I add iManage to Outlook?

Automatically Add Filesite to Outlook Launch the Office Customization Tool by running “Setup.exe /admin” from the Office installation source files. Create a new setup customization file. Choose your desired behavior when Outlook launches for the first time. Export your default PRF file by choosing “Export settings” and then “Export Profile Settings…”

How can I create folder?

The fastest way to create a new folder in Windows is with the CTRL+Shift+N shortcut. Navigate to the location where you want to create the folder. Hold down the Ctrl, Shift, and N keys at the same time. Enter your desired folder name. Navigate to the location where you want to create the folder.

How do I create a folder in Netdocs?

There are three ways to Add a Folder in NetDocuments: 1) On the Cabinet Page, click Cabinet Options to find Add Folder. This will be a top-level cabinet folder. 2) A new folder can also be created on the fly when adding or uploading a new document.