iManage Work Web Flashcards
Document search options include
Title:
Author/Operator
Number
Keyword
Email search options
Subject
To
From
Number
Matter search option
Owner
Keyword
Description
Title
Default Search options
Document - Title
Email - Subject
Recent Matters
Documents or emails interacted last 30 days
Uploading Document options
Drag and Drop
Folder Upload
Document Upload
Advance Uploading allows to edit document properties before uploading
Search methods for Documents
'''' - to exact document keyword Match Case begins with ends with Proximity Search Asteriks - Wildcard Search
Folder with a Blue key means ?
The folder inherits its individual security not the parent folder
Copy Documents
Hold CTRL when dragging and dropping
Holding down the SHIFT key when dragging and dropping
creates a referencing document
Declaring a document means
Prevents from making any changes to the document except the iManage Administrator
Where does the file temporarily save when you download
It saved in Appdata Roaming
Config Files
EMM - Appdata Local
imWorkXML - Appdata Roaming