Since the first iManage tip this week is so quick and easy, we’re going to offer you two.
The first, easy one:
How do I save attachments into FileSite without opening/saving them first?
Use the Save Attachments feature in the EMM Toolbar.
Second:
Can you set the Save As options to show the documents in the folders?
Yes.
Use the “Show Documents in this folder” toggle.
These settings can also be applied firm-wide by your iManage administrator.
That’s it for this week. Come back next week for more iManage tips!
Here’s last week’s tip.
Need more help with iManage? Contact us.
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