Overview
Please use this outline as a guide. The training sessions will be tailored to the specific ways that your company has decided to work with the iManage Document Management System.

Requirements
The training sessions are designed for new users of iManage MailSite or iManage DeskSite.

Contents

Session 1 (2 hours for non-secretarial staff or 3 hours for secretarial staff)

Introduction to Document Management Systems
Differences between the Windows folder system and a document management system
Advantages of using a document management system
How iManage is integrated with other applications

The iManage Screen
General tour of the iManage interface
The iManage database tree, workspaces and folders list
The worklist
The document results frame
Document tabs
Connecting to an iManage database
Adding shortcuts to IManage workspaces

Day to Day iManage Tasks
Opening a file
Modifying the document security (public, private, view)
Changing the Security for individual users
Checking out and checking in documents
Setting up profile defaults
Saving and profiling a file
Creating a new version
Copying a file
Saving to a local drive
Exporting to a local drive
Importing from a local drive
Importing from a local drive as a new version
Basic searches
Saving searches
Amending a profile
Emailing an iManage file from an iManage folder so that a sent copy is automatically stored within the folder
Emailing a file on a local drive
Saving an incoming email attachment into iManage
Using the iManage Viewer
Deleting files
Viewing file history
Giving other users access to your workspace shortcuts (similar to proxy access)
Gaining access to another users workspace shortcuts

Session 2 (can be added to session 1 or held as a separate session)

Out of Office Working
Checking files out of iManage
Working away from the office on a checked out file
Checking files back in to iManage
Echo files
Working away from the office on an echo file
Synchronising an echo file on return to the office
Connecting to iManage remotely

Session 3 (can be added to session 1 or run as a separate 1.5 hour session)

More Advanced Functions
Advanced searching techniques
Creating iManage folders
The difference between an iManage folder and a Windows folder
Applying security to files and folders
Setting up default security and default profile properties for a folder
Moving files into a folder
Saving files directly into a folder
Profile inheritance from folder
Relating files
Saving emails into iManage
Accessing different iManage databases
Accessing iManage files in the event of an iManage server failure

Price Band B

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