Summary

This document contains a quiz on iManage Work features and functionalities. The quiz covers topics such as settings, searches, folders, security, sharing, activities, and timelines. It also includes sections on iManage Work libraries, security policy manager, support tools, and threat manager.

Full Transcript

\#\#\# Quiz on iManage Work Features 1\. Setting the Default Tab: Question: Where can you find the option to set the default tab in iManage Work? Answer: In User Settings. 2\. Simple Search: Question: What can you search for using the simple search box in iManage Work? Answer: Documents, email...

\#\#\# Quiz on iManage Work Features 1\. Setting the Default Tab: Question: Where can you find the option to set the default tab in iManage Work? Answer: In User Settings. 2\. Simple Search: Question: What can you search for using the simple search box in iManage Work? Answer: Documents, emails, folders, matters, or clients. 3\. Search Folder: Question: What is the benefit of saving search results in a search folder? Answer: Easily access all matching documents, and documents with matching properties are automatically added to the folder. 4\. Document Properties: Question: Where can you find document properties in iManage Work? Answer: In Preview mode or the show details pane. 5\. Modifying Security: Question: What are the three security levels you can set for documents in iManage Work? Answer: Public, Private, or View. 6\. Sharing Documents: Question: What does the \"Copy to share folder\" function do? Answer: It copies the document to a new or existing iManage share folder. 7\. Activities Dialog: Question: What can you track in the Activities dialog? Answer: Operations like uploading, copying, moving, referencing, or deleting documents. 8\. Timeline: Question: How can you filter document activities in the Timeline feature? Answer: By user and by date range. 9\. Working with Matters: Question: What is the hierarchical structure for organizing documents in iManage Work? Answer: Client -- Matter -- Folder -- Documents. 10\. Viewing Shared Matters: Question: How can you view matters shared with you in iManage Work? Answer: Go to "My Matters" and select from the dropdown. \#\#\# Quiz on iManage Work Libraries 1\. Library Definition: Question: What is the primary purpose of libraries in iManage Work? Answer: To store and organize documents. 2\. Library Management: Question: Who has the authority to manage libraries in iManage Work? Answer: An iManage Work Administrator. 4\. Library Components: Question: What elements does a library hold in iManage Work? Answer: Workspaces, matters, folders, and their documents. 5\. Question: What are Ad Hoc Workspaces used for in iManage Work? Answer: Ad Hoc Workspaces help with managing documents centrally, keeping records accurately, and ensuring confidentiality. 7\. Question: What advantage does a template give in iManage Work? Answer: A template gives you a predefined structure for organizing documents which is useful when you need to create similar Workspaces/Matters. 9\. Question: What does the Refile service do in iManage Work Answer: The Refile service makes sure that any updates to a parent container\'s metadata and security automatically update in all its child folders and documents. \#\# iManage Security Policy Manager 1. Question: What does the term \"asset\" refer to in the context of the Security Policy Manager? Answer: An asset refers to clients, matters, client groups, and cases. 2. Question: How does client or client group security work in iManage? Answer: It applies security to the list of users who are part of the teams working on related matters. 3. Question: Explain the function of selfmaintaining rules for assets. Answer: These rules automatically add or remove users from asset staffing based on set criteria, including adding matters to collections and managing user inactivity. \#\# iManage support tool 1. **Question:** What does the Application event log track? **Answer:** It tracks a detailed record of application events during the past 30 days. 2. **Question:** What is the purpose of the Code Integrity event log? **Answer:** It keeps a detailed record of integrity events to help identify corruption or malicious software over the last 30 days. 3. **Question:** How does the System event log assist in system management? **Answer:** It provides a detailed record of system events over the past 30 days, which helps in diagnosing system problems. \#\#iManage threat Manager 1. **Question:** What is the primary role of iManage Threat Manager? **Answer:** It protects sensitive information from malicious users, both inside and outside the firm, by detecting and neutralizing various forms of attacks. 2. **Question:** What are some features of the Threat Manager Navigation Pane? **Answer:** It includes User Alerts, Matter Activity, Compliance, Outliers, Analysis, and Configuration. 3. **Question:** What does the Risk Score in generated alerts represent? **Answer:** It represents how much a user\'s behavior deviates from their peer group\'s behavior, calculated by the number of standard deviations from their average activity. 4. **Question:** What does the Outliers feature aim to identify? **Answer:** It identifies users whose behavioral patterns significantly differ from the norm, particularly those who access a disproportionate number of documents, clients, and matters. \#iManage work for Mac 1. **Question:** Name three ways to upload a document in iManage Work for Mac **Answer:** 1. Select \"Upload document\" from the menulet 2. Right-click and select \"Upload to iManage Work\" 3. Drag and drop into an iManage Work folder 1. **Question:** What is a quick method to upload multiple documents to iManage Work without selecting each one? **Answer:** Use the folder upload feature. 2. **Question:** What security setting can you change in document properties? **Answer:** Public, private, or view. \#\#iManage work desktop /adobe acrobat 1. **Question:** What happens when you sync a co-authored document in iManage Work? **Answer:** The latest copy is saved as a new version, but the original remains checked out. 2. **Question:** What does bates numbering do to iManage documents in Adobe Acrobat Pro? **Answer:** It adds sequential numbers to pages for easy reference, often used in legal documents for indexing. 3. **Answer:** It assists in adding iManage files to an existing PDF document. **Question:** What is the primary use of the \'Compare Files\' feature in Adobe Acrobat Pro? \#\#iManage work for Microsoft Teams 1. **Question:** What options do you have for setting the starting location of the iManage application in Teams? **Answer:** You can set it to the individual user\'s default tab or a specific workspace/matter. 2. **Question:** What are the three ways to use the iManage bot within Microsoft Teams? **Answer:** Chat or Channel, Command box, and iManage Application chat. 3. **Question:** How do you activate the iManage bot to search for documents or emails in Teams? **Answer:** Enter \@iManage in the Microsoft Teams command box, then select documents or emails to search. \#\#iManage Work helpdesk analys /drive 1. **Question:** What does selecting \"Unsync\" from the Matter Properties do? **Answer:** It removes all content from that Matter from your local machine. 2. **Question:** How do you locate an iManage document quickly in Finder? **Answer:** Hover over the document in iManage Drive and select \"Show in folder\". 3. **Question:** What does \"Restore document\" in the Change Log do? **Answer:** It recovers locally modified documents that were deleted or failed to sync. 4. **Question:** What Chrome extension should you add before editing iManage documents in Google Docs? **Answer:** Office Editing for Docs, Sheets & Slides. 5. **Question:** What does refreshing iManage Drive do? **Answer:** It manually resyncs all files and folders in synced matters to update the information. 6. **Question:** What can\'t users do with Matters in iManage Drive? **Answer:** Create or rename Matters. 7. **Question:** What are the four quick actions available in the iManage Drive\'s Quick Actions Menu? **Answer:** View in work web, Enable Preview, Upload new version, Copy link. 8. **Question:** What options does the iManage Drive Panel provide under Matter Properties? **Answer:** Show in folder, Open in iManage Work, Refresh, Properties, Diagnostics, Unsync. \#\#iManage Work Web 1. **Question:** What does the \"Hide subfolders\" option do in iManage? **Answer:** It conceals the subfolders within a matter or folder. 2. **Question:** How long does a matter stay in the Recent matters shortcut list? **Answer:** It remains for the last 30 days. 3. **Question:** How can you share access to matters in iManage? **Answer:** Go to \"My Matters,\" then \"Share Access,\" and choose the group or user with their permissions. 4. **Question:** How do you add permissions for users or groups to a document in iManage? **Answer:** Go to the document\'s Properties, then \"View Security Details,\" and press \"Add Users/Groups.\" 5. **Question:** How do you establish a relationship between two documents in iManage? **Answer:** Select one document from the kebab menu as the relate item, then choose the other document to relate to and select \"relate.\" 6. **Question:** What does referencing a document in iManage do? **Answer:** It creates a reference to the document in another location without moving the original. 7. **Question:** What activities are shown in a document\'s timeline? **Answer:** Edits, emails, views, downloads, and prints. 8. **Question:** What can you track in the Activities dialog? **Answer:** Operations like uploading, copying, moving, referencing, or deleting documents. 9. **Question:** What are Ad Hoc Workspaces used for in iManage Work? **Answer:** Centralized document management, accurate record keeping, and ensuring confidentiality. **General iManage Concepts:** - **Question:** What is another term for \"properties\" in document management? - **Answer:** Metadata. - **Question:** Do DeskSite and FileSite use the same icons? - **Answer:** False. **iManage Search Parameters:** - **Question:** What is the equivalent search parameter for \"Far, near, close, distance\" in iManage? - **Answer:** Near. **iManage Drive:** - **Question:** What folders are typically available in iManage Drive? - **Answer:** Notifications, Documents, Emails. - **Question:** What does a partially green icon indicate in iManage Drive? - **Answer:** At least one document is available offline. - **Question:** What does a red icon signify in iManage Drive? - **Answer:** There are conflicts; check notifications for more details. - **Question:** With which systems does iManage Drive sync changes? - **Answer:** Work, FileSite, DeskSite. - **Scenario:** If a person loses online rights to a document they\'ve downloaded in iManage Drive, what happens upon the next sync? - **Answer:** The document is deleted locally; check notifications for details. - **Question:** Can you choose which documents to save to iManage Drive during configuration? - **Answer:** True. **iManage Work Web:** - **Question:** What advanced functionalities does the \"Advanced Search\" feature provide? - **Answer:** - Save search folder. - Search for documents and emails. - Search by different metadata types. - Search by file types. - Search by author. - Use multiple value parameters in search. **iManage Control Center:** - **Question:** When adding a new application, what are the steps? - **Answer:** Upload package, configure manually. **Roles and Permissions:** - **Question:** Can a user have multiple roles in iManage? - **Answer:** true. - **Question:** Is a role a set of privileges in iManage? - **Answer:** True. - **Question:** Does a subclass generally override class properties? - **Answer:** True. - **Question:** What is \"views customization\" in iManage? - **Answer:** Edit what is displayed under documents, matters, etc., in iManage Control Center. **Shared Matters:** - **Question:** How do you access matters shared with you? - **Answer:** Expand the Matters pane and use the pull-down menu. - **Question:** What is crucial to access others\' matters? - **Answer:** Get rights to see them. **General Views:** - **Question:** Where can you change the List/Grid views in iManage? - **Answer:** Matters, Documents, Emails. **Scenarios:** - **Question:** If you save changes to the wrong document, how can you retrieve the original? - **Answer:** Get the original from the document\'s journal timeline. - **Scenario:** William has opened and closed a document without unlocking it. As an admin, what should you do before unlocking it for him? - **Answer:** Copy all the text with the text selector from the preview. **Mac Specific:** - **Question:** How do you open documents on a Mac? - **Answer:** Services and Menulet. - **Question:** What options are available in the Menulet? - **Answer:** Open Work, Upload Document, Open Web. **Privileges:** - **Question:** What are the standard privilege levels in iManage? - **Answer:** Public, Private, View. - **Question:** Does opening an NRL link open the document in its native program? - **Answer:** Yes. **Co-authoring:** - **Question:** Who can you invite to co-author a document? - **Answer:** Editors and Viewers. **Ad Hoc Workspaces:** - **Question:** What is the purpose of templates in Ad Hoc Workspaces? - **Answer:** To provide a predefined structure for organizing documents. **User Roles:** - **Question:** Can a user only be an individual person in iManage? - **Answer:** True or False (please clarify with context as the question seems incomplete). **iManage Drive Operations:** - **Question:** Can you delete documents locally in iManage Drive? - **Answer:** Yes, you can delete documents locally, but it does not affect the server copy. **Offline Access:** - **Question:** What can\'t you see in iManage Drive when working offline? - **Answer:** My Favorites, My Workspaces/Matters. **Email Filing Options:** - **Question:** What are the options for filing emails in iManage? - **Answer:** Quick File, Browse and File, Express File.

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