iManage Essentials:
UP and Running

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Time: 1.5 Hours

Course Description:

  • iManage is a document management application that allows you to store your documents in the cloud and to better be able to collaborate with others, store, search and find, and organize your Firm or companies valuable documents.

  • In this course, you will learn how to organize, save, open, search and find, save emails and attachments and much more.

Course Material:

A customized step-by-step Quick Reference Card with screenshots is included in this class which covers each topic you will learn.

Course Outline:

  • Email Management

    • Saving email messages and attachments

    • Email features within Work 10 Web

    • Work 10 Web vs. 'Classic' Filing Toolbar

    • Using Filing Folders

    • Filing an email to multiple locations

    • Searching for filing locations

    • Attaching Work documents to email messages

  • Saving and Retrieving Documents

    • Saving to Work from an MS Office application

    • Creating versions

    • Copying documents

    • Importing documents

    • Checking out documents

    • Opening a document using the 'Open' dialog

    • User Options and Advanced Features

  • Applications that integrate with Work

    • iManage commands in Microsoft Office menus

    • Saving an Office document as a PDF

    • Creating dynamic links be- tween Work documents

    • Comparing and Combining Work documents

    • Document Co-Authoring

    • Journaling

    • Offline access

    • Searching for Documents

    • Keyword and profile searches

    • Searching in the Classic clients

    • Searching in Work 10 Web

    • Wildcard searches

    • Numeric and alphanumeric searches

    • Boolean and proximity searches

    • Special character searches

    • Language-based searching