You work with a product for years and every so often you find something new, something so obvious you probably should have known but it had escaped your notice. And that’s exactly what happened to me with iManage WorkSite last week. Finding a small feature in v8.2 to do with searching.
Basically if you use FileSite then you have the ability to use the Advanced Search in Microsoft Outlook to search your folders/workspaces.
Just simply select Advanced Search:
And then you can use the Browse to select folders etc from within the FileSite. The limitations of Outlook are the same as if you have a PST (archive file) attached, in that you can only search something in the Inbox OR FileSite but not both at once.
This feature is pretty useful for searching for emails as you can use the From: lookup to select email addresses to search for.
As far as I know this is available in v8.5 as well. That is it’s on page 28 of the User’s Guide (it probably is in the 8.2 Guide but being a techie I’ve never picked up the manual for the current version! I just dived straight in), I just haven’t used the feature in our v8.5 test environment yet.
Could not make this work. We are running iManage and Office 2003 and XP, so maybe that is it.
Also, I am a lawyer in firm management — not an IT guy. Can you explain the difference between File Site and Desk Site? Years ago we had Desk Site and it worked well. File Site has always been much more buggy. Thanks.
There aren’t that many differences between the two really apart from where they are located. FileSite is basically an addin to Outlook and DeskSite is a stand alone application.
In versions prior to 8.5 it was easier to file emails in FileSite as you could drag and drop emails within Outlook to your folders. However in version 8.5 you can install the email management module for DeskSite, this enables you to use some of the email functionality within DeskSite.