Workshare Protect v Autonomy iManage Send & File

Over the past few weeks we’ve been working on an upgrade from Workshare Professional 4.5 to 5.2 SR1 and during this time we’ve been getting a lot more information on Autonomy iManage WorkSite 8.5. The combination of these two got me thinking that either Workshare or Autonomy iManage need to work together on user experience around email sending.

In Workshare we have the Protect module configured so that as you send an external email you will get prompted with a pop-up box like that below. This allows you to utilise the Workshare functionality to removed meta-data, turn the document into a PDF etc

In WorkSite 8.5 you can utilise the Send & File functionality to ease email management, in particular filing of Sent emails into the matter workspace (see my previous article on Send & File functionality). Again as you send an email you will get prompted with a pop-up box like the one below.

What happens if you have both installed? I can see our lawyers getting really annoyed with multiple pop-ups when all they want is to get the email fired off to the client!

So a call to Workshare and Autonomy iManage, what we need is a Send, Protect & File integrated dialogue!