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1 minute read
Categories:
Training
Getting started with iManage basics
This Top Tips webinar is relevant for iManage beginners on the Work 10 document management system ( DMS ), or those who would like a refresh. During the hour long session we look at:
- iManage Work 10 – key concepts
- Navigating workspaces and folders
- Opening and saving documents – including managing versions
- Searching in iManage
- Email management
Interested in bespoke training for your legal team? Visit our iManage trianing page to view the packages and request a call back.
Searching in iManage
iManage Work 10 provides incredible search capabilities, but many users are unaware of the best methods to use when searching. This can be a frustrating process, often resulting in too many (irrelevant) documents/emails being returned. This session will explore searching best practices and top tips.
- Performing a simple search
- Setting the search scope
- Wildcard and Boolean searching (including keyword proximity searches)
- Using Advanced Search Saving searches
- Search Q&A
Interested in bespoke training for your legal team? Visit our iManage trianing page to view the packages and request a call back.
iManage Work Version Control
One of the biggest benefits of using iManage Work is it's powerful version control functionality. It’s vital to know which document is the latest version to minimise risks, save time and to manage the drafting process in a simple and logical way. In this session we will explore version control in detail, discuss best practices and review typical scenarios where version control needs to be considered.
- Creating Version
- Locating and understanding how versions are displayed and organised
- Recovering documents from a previous version
- Comparing versions
- Saving email attachments, and locally stored documents as new versions
- Typical drafting and versioning workflows
Don't have iManage yet, visit our iManage DMS solutions page for a full list of benefits. Or, for any bespoke training needs visit our iManage Training page.