iManage DeskSite & MailSite Training Agenda

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Prepared by Greg Hamra
High-Impact Computer Training

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Module 1 – Introduction and Technical Features

Overview of iManage DeskSite, iManage Portable, iManage View

The iManage 3-tiered Architecture

The iManage Document Cycle (Portable, Echo, Server)

Module 2 – The Interface

iManage DeskSite Desktop

Integrated Desktop

Differences between DeskSite and Integrated Desktops

DeskSite window elements

Refreshing Document Grid and Tree Frame

Pushpin on Document Results Frame

Shortcut Bar (adding Folders, Saved Searches)

Module 3 – Basic Skills

Saving / Profiling Documents

Creating Folders

Adding Documents to a Folder (auto-profiling)

Applying Security: (Document Security vs. User/Group Access)

Saving a New Version of a Document (Auto-Versioning turned on?)

Displaying Document Versions

Copying Documents/Profiles

Checking Out/Checking In

Displaying Checked Out Documents and Checked Out info

Viewing vs. Opening Documents

Document History

QuickView vs. iManage View program

Importing one vs. many documents

Import As New Version

Exporting

Deleting documents

Printing a Document List

E-mailing Documents vs. Links

Module 4 – Searching and Relating Documents

Profile Searching

Using Search History / Clearing Search History

Private Saved Searches

Retrieving Saved Searches (two ways)

Full-Text Searching

Relating Documents

Viewing Related Documents

Module 5 – iManage Portable

Using iManage Portable as a disaster recovery tool

The iManage Desktop

Editing Portable Documents

Editing Echo Documents

Creating New Documents while working with Portable

Checking In/Synchronizing Documents

Module 6 – Troubleshooting

Unlocking Documents

Rescuing Documents (left checked out, deleted from library, etc…)

Restoring a document after accidental Unlocking

Recovering earlier version if accidentally overwritten, when New Version should have been created

Replacing a document in the library with an edited copy from “outside” (i.e. Email) or Saving As a New Version

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Module 7 – MailSite - Overview and differences

What is MailSite?

Outlook Screen Elements

Customizing views

When to use MailSite vs. DeskSite

Navigating the iManage Neighborhood within MS-Outlook

Saving/Profiling Email messages and/or attachments

Attaching documents and links

Searching for documents

Suggested settings that will make MailSite easier to use

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Module 8 – WorkSite Web

Logging in

Screen elements

Searching for documents

Creating more powerful saved searches

Creating folders

Checking out documents

Importing/profiling documents

Maintaining online calendar, notes, to do list, etc.

Customizing your WorkSite web page