Jay, we thought of the workflow change. But I think you alluded to the problem there!

Artis, I think long term the “always on” that dongles will bring will be the solution. But for us they are proving too costly in running costs. For some lawyers I think VPN and Citrix access is acceptable, but not all.

David, I like the idea for the OutIM. But maybe I should have phrased “did I say I also didn’t want to spent a lot of money solving this problem” as “did I say I also didn’t have any money to spend solving this problem”

Thinking of a combination of Cynthia and Sean’s option may have legs. I think it would work on the BB if people used their folders for grouping relevant emails. Can anyone think of any downsides?

1. Build a two step rule in Outlook to:
a. move a copy of all sent messages containing a text string “FID” (or whatever your Send & File “Luggage Tag” is) to a specific folder in your mailbox called “Sent Items Already Filed”.
b. Apply a custom category to these messages called “FileFilter”.

2. Test the rule. You should still see it in your sent items but also in your new folder, and in both places it should have the new category.

3. Apply a Filter to your Sent Items (use the Advanced Tab) to show all messages where category does not contain “FileFilter”.

I am not sure if this will solve it on the BB side but I would think you could do something similar to filter the BB Sent view.

I am also not sure if the category will bump up against iManage using the Category, but you could apply this logic using another field.

We also provide for additional message field “double-checking” when de-duping messages. If you send a message and file it, then send it again (Resend from Sent Items) and change it, the second file into WorkSite will indicate that the message is already filed! Luckily, no one does that, right?

We are trying really hard to drum into our users that outlook is for sending/recieving email and there should be an action after doing both of those , for us a solution to save sent items somewhere in the mailbox when they are filed is a big no no .

We just provide dongles for VPN/Citrix access to anyone who works on trains etc – and luckily working in the office then when they get home is enough for the majority of our users.

Using these two with the 8.5 synch would keep the saved messages in the correct matter folders.

When you say you want the Sent emails filed, I assume you want this filed into the relevant Matter folder?
This is tricky. We use DM5 rather than iManage and rather than sychronise folders we map Outlook folders to DM folders. This means we can monitor and therefore autofile Sent Items BUT they can not be Matter centric.
So, a slight improvement but not great.
I’ll be interested in other thoughts on this one!

Jay