Discover the world with our lifehacks

How do I search a document number in iManage?

How do I search a document number in iManage?

As a quick search option, in iManage Work 10 clients, you can enter the pound (#) sign in the search bar, followed by the document number. For example, entering #10 would return document number 10.

How do I see checked out documents in iManage?

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.

How do I download mass from iManage?

Downloading Multiple Documents

  1. Select the check box next to the list of documents that you want to download.
  2. Select the. icon at the top of the selection. (Optional) Right-click the document list and select Download. The selected documents are downloaded into the Downloads folder, as per your browser settings.

Where is iManage data stored?

imanEFS writes its logs into the same log files as Outlook, that is, the OUTLOOK. iManage. Work log files located at AppData\Local\iManage\Work\Logs.

What is a workspace in iManage?

Phoenix Workspace Control provides automated creation and management of workspaces within iManage Work. It integrates with finance and practice management systems to enable workspace creation using custom templates, which control folder structures, security and profile information.

What are echo documents in iManage?

Echo Content Synchronization is a robust integration solution that is built upon native API’s and leverages iManage libraries to connect to over 28 repositories, including: HighQ, MS Teams, SharePoint, OneDrive, Salesforce, Firmex, Box, Dynamics, and more. Seamlessly sync your content, metadata, and security.

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.

Can you save zip files to iManage?

Have you ever needed to save the contents of an emailed Zip file into iManage? We have now added a new feature in Kappris to allow users to save the contents of an emailed Zip file into iManage as a new document or new version.

How much is iManage worth?

iManage revenue is $22.6 million.

What is the purpose of iManage?

Making knowledge work™ Underpinned by advanced, need-to-know security, iManage delivers sophisticated governance approaches and enables workflows that help solve complex business challenges and enable better business outcomes.

Are iManage and FileSite the same?

iManage is to end of life DeskSite, FileSite and Work Indexer (powered by IDOL) in a move that will see those core legacy products no longer supported after December 2023.

What company owns iManage?

HP had acquired iManage in 2011 when it purchased Autonomy for $11.1 billion, which had owned the company since 2009. Founded in 1995, iManage claims more than 400 corporate legal departments, 80 percent of the world’s largest law firms and two of the Big Four accounting firms as its clients.

How do I create a workspace in Imanage?

To create a new workspace:

  1. Select the Recent Matters or My Matters node in the tree.
  2. Select.
  3. Type a name and description for the workspace.
  4. In the Library list, select the library where this workspace must be created.
  5. In the Template list, select a workspace template.

How do you locate the echo shadow directory for any Netdocuments users?

To view the Echo folder, users need to go to ndOffice Activity dialog box, click the cog icon in the bottom left, and then click View Echo folder. This will take you to the user’s Windows profile and you will see the ndOffice Echo folder.

What is Echo directory iManage?

Does the download folder have a limit?

Yes, when downloading an individual file, the maximum file size is 5GB (the same as the maximum file size that can be uploaded). When downloading multiple files or a folder, the maximum combined total of all files being downloaded is 250MB.

How do I save documents to iManage?

To save files from the Finder window:

  1. Select the files you want to upload.
  2. Right-click any of the selected files and then select Upload to iManage Work. The Save File dialog box is displayed.
  3. Navigate to the desired folder in iManage Work and select Save. The files are saved to iManage Work.

Why do law firms use iManage?

The iManage knowledge work platform empowers law firms to work intelligently and securely, unlocking productivity and expertise to drive better results for you and your clients.