This week we got a suggestion from a fee earner in one of our offices for improving WorkSite. It was a simple request and once I’d thought about it fairly obvious omission from the functionality.
It was a comment that came from a document search and from there you can see where the document is located. The query was once you knew where the document was located from the Where Filed/Where Used dialogue, whether there could be an enhancement to allow you to access the workspace from here?
I can see how this could be a requirement. A colleague passes you a document and asks you for advice and mentions there are comments from the client in the emails folder of the workspace.
Yes, you could look at the document properties, then note the client and matter number, then search for the workspace, check it is the same workspace as you saw on the Where Filed/Where Used and then add the workspace to your your My Workspaces/My Files. But that’s quite a few clicks!
Or an option could be added onto the Where Filed/Where Used dialogue to allow you to add the workspace to My Workspaces/My Files. I can’t see how you could access the workspace direct from there, but a shortcut to the workspace seems feasible.
So I thought I’d put it out there in the hope Autonomy see this, if you use WorkSite and think this would be a good addition could you mention it in the comments of this post?
I agree with you that this would be a very good enhancement and am curious as to why it doesn’t exist now. It makes perfect sense to want to be able to immediately navigate to the Workspace and folder from the Where Used dialog. I’ve always wanted to do something similar with .nrl links in emails.
That would be an excellent idea. Definitely one for Autonomy to pick up on, either that or an enterprising soul with a good knowledge of the API.
Got a call from Autonomy iManage this week, it looks like this functionality is available through a where filed option on the toolbar in the new version of FileSite (v8.5).
We haven’t got WorkSite 8.5 in our test lab yet so can’t confirm. Anyone using 8.5 care to confirm/deny?
This feature is in 8.5 for filed emails in inbox but not implemented in search, no doubt soon as hard part is done
I’m using the WorkSite 8.5 client and this does work from the toolbar. There is a Where Filed button on the toolbar. If you highlight a document in the search results window, or even in your Document Worklist, click on the Where Filed button on the toolbar and it will show the location of the document. Pretty cool! I haven’t spent a lot of time exploring the new FileSite 8.5 toolbar. I will now!
Yes this would be an awesome enhancement! This is coming from an implementer / autonomy partner.