iManage Work Features Quiz

iManage Work Features Quiz

• Setting the Default Tab: The default tab can be set in User Settings.
• Simple Search: The simple search box in iManage Work can search for documents, emails, folders, matters, or clients.
• Search Folder: Saving search results in a search folder allows easy access to all matching documents and automatically adds matching documents.
• Document Properties: Document properties can be found in iManage Work's preview mode or the show details pane.
• Modifying Security: Documents can be set to Public, Private, or View security levels.
• Sharing Documents: The "Copy to share folder" function copies a document to a new or existing iManage share folder.
• Activities Dialog: The Activities dialog tracks document operations like uploading, copying, moving, referencing, or deleting documents.
• Timeline: Document activities in the Timeline can be filtered by user and date range.
• Working with Matters: The hierarchical structure for organizing documents in iManage Work is Client - Matter - Folder - Documents.
• Viewing Shared Matters: Shared matters can be viewed in "My Matters" by selecting from a dropdown menu.
• Quiz on iManage Work Libraries: Libraries in iManage Work are used to store and organize documents.
• Library Management: iManage Work Administrators manage libraries.
• Library Components: Libraries hold workspaces, matters, folders, and their documents.
• Ad Hoc Workspaces: Ad Hoc Workspaces help manage documents centrally, ensuring accurate records and confidentiality.
• Template Advantage: Templates in iManage Work provide predefined structures for organizing similar documents.

iManage Security Policy Manager

• Asset Definition: Assets refer to clients, matters, client groups, and cases, within the context of the Security Policy Manager.
• Client/Client Group Security: Client or Client group security applies security to users part of teams working on related matters.
• Self-Maintaining Rules: Self-maintaining rules automatically add or remove users from asset staffing based on criteria, including matter addition and user inactivity.
• Application Event Log: Tracks application events of the past 30 days.
• Code Integrity Event Log: Tracks integrity events of the past 30 days for corruption or malicious software identification.

iManage Threat Manager

• Threat Manager Role: Protects sensitive information from malicious users internally or externally.
• Threat Manager Features: Navigation pane includes features for User Alerts, Matter activity, compliance, outliers, analysis, and configuration.
• Risk Score: Represents how much a user's behavior deviates from company peers, calculated by standard deviations from average activity.
• Outlier Feature: Identifies users with unusual behavioral patterns, particularly those accessing an excessive number of documents, clients, or matters.

iManage Work for Mac

• Uploading Documents (multiple): Upload multiple documents using folder upload, right-clicking, or drag-and-drop.
• Document Security: Document properties allow changing public/private/view security.

iManage Work Desktop/Adobe Acrobat

• Co-authored Document Sync: Syncing co-authored documents saves the latest copy as a new version while not removing the original.
• Bates Numbering: Adds sequential numbers to pages for easy reference, often in legal documents.
• Comparison Feature: Compare files feature in Adobe Acrobat helps to add iManage files to an existing PDF document.

iManage Work Helpdesk Analysis/Drive

• Unsync: Selecting "Unsync" from Matter Properties removes all related content from a user's local device.
• Locating Documents (Finder): The Show in folder option quickly locates the document in Finder from the iManage Drive.
• Restoring Documents: The "Restore document" function restores locally modified documents that were deleted or did not sync properly.
• Chrome Extension: Use the Office Editing for Docs, Sheets & Slides Chrome extension, for editing iManage documents in Google Docs.
• Refreshing iManage Drive: Manually refresh iManage Drive to resync files and folders in synced matters.
• iManage Drive Actions: Quick actions include viewing in work web, enabling preview, uploading new versions, copying links.
• Matter Properties: Using the Matter Properties provides options to show in folder, open in iManage Work, refresh properties, diagnostics, and unsync.

iManage Work Web

• Hide Subfolders: The Hide Subfolders option conceals subfolders within a matter/folder.
• Recent Matters: Matters remain in the Recent Matters shortcut list for 30 days.
• Sharing Access: Sharing access to matters involves editing 'Share Access' settings in iManage 'My Matters'.
• Document Permissions: Add permissions for users/groups to documents in iManage by going to "View Security Details".
• Document Relationships: Relationships between documents are created by using the "relate" feature in iManage.
• Document Referencing: Referencing a document creates a link without moving the original.
• Activities Tracking: Document activities like uploading, copying, moving, referencing, deleting are tracked in the Activities dialog.
• Ad Hoc Workspaces: Enables centralized document management, ensures accurate record keeping, and helps with maintaining confidentiality.

General iManage Concepts

• Metadata: Another term for properties in document management.
• DeskSite and FileSite Icons: DeskSite and FileSite do not use the same icons.
• Search Parameters: The equivalent search parameter for far/near/close distance is "near".
• iManage Drive Folders: Typical folders in iManage Drive include Notifications, Documents, and Emails.
• Partially Green Icon: A partially green icon in iManage Drive indicates at least one document is available offline.
• Red Icon Significance: A red icon in iManage Drive signifies document conflicts; check notifications.
• Sync Systems: iManage Drive syncs changes with Work, FileSite, and DeskSite.

iManage Work & Mac Specific

• Document Delete: Deleting documents locally in iManage Drive does not affect the server copy.
• Offline Access: Offline access in iManage Drive limits available data to My Favorites and My Workspaces/Matters.
• Email Filing: Filing options in iManage include Quick File, Browse and File, and Express File.
• Document Operations: Opening documents on a Mac is done via Services and Menulet or using available options in the "Menulet" including iManage Open Work, upload document, open Web.
• Privileges: Standard privilege levels in iManage include Public, Private, and View.
• Co-authoring: Editors and Viewers can be invited to co-author documents.
• Ad Hoc Workspaces: Templates in Ad Hoc Workspaces offer predefined organizational structures.
• User Roles: A user can have multiple roles; a role is a set of privileges within iManage.

Test your knowledge on the various features of iManage Work. This quiz covers essential tasks such as setting default tabs, conducting searches, managing document properties, and sharing documents. Perfect for users who want to enhance their understanding of iManage Work functionalities.