iManage DeskSite Flashcards
What’s Profile Search on Desksite
Profile search can be done to the Given Criteria
Where is the searches are being saved ?
Searches are being saved to the Recent Searches Tab
Searches can be set to Include or Exclude Documents or Emails
Searches can be set to Include or Exclude Documents or Emails
Types of BOOLEAN SEARCHES
Boolean Operators AND, OR, NOT
Proximity Operators NEAR
What is Proximity Searches are used for
Used to specify relationship with two or more searched phrases
How do you launch Desksite Search
Launch by Clicking CTRL Twice
Sharing process on Desksite
Sharing - Right Click - Properties > Workspace Properties > Modify > Add users
Checked out Documents are on Read Only Mode
Checked out Documents are on Read Only Mode
3 Types of Express Search
Express Search - iManage Miner, Query Builder
In Use Alert
When a document is in checkout or isolated mode,
Desksite - Document Versions
Document versions always populates the latest
Other versions can be checked in Profile Fields
If an older version is open, a warning message will be prompted
Desksite Documents inherits security from ?
Parent folder
Permission
Full Access - Profile and Security
Read/Write - Profile only
View - Read only
No Access - No access
To access files offline
Offsite needs to be enabled
Sync Conflicts
Insufficient Workspace
Insufficient Rights
Online Document has a new version
