WorkSmart Products Roadmap Briefing  Peter Buck  Liza Madden  Janis Richman  Kailash Batra September 2009 This briefing is...
WorkSmart Products - Today Simplify email management with  Work the way users want with Improve MCC Outcomes with Extend W...
<ul><li>When sending, Attachment Manager creates a table of contents within the message body for all attachments and provi...
<ul><li>Robust tools and preferences for attachment handling and table layout </li></ul>
<ul><li>Robust tools and preferences for attachment handling and table layout </li></ul>
Discussion  <ul><li>Email message format - HTML vs RTF </li></ul><ul><li>Table properties - Static text vs Documents as li...
<ul><li>Combination of panels and toolbars </li></ul><ul><li>UI similar to FastFolders </li></ul><ul><li>Visible in Outloo...
 
Upcoming SlideShare
Loading in...5
×

WorkSmart Product Briefing - September 2009 on FastFiler

953

Published on

WorkSmart products improve your productivity on the iManage WorkSite environrment. They improve email filing and document interactions with matter centric folders. This session is about today and tomorrow. Today the WorkSmart product family is made up of these products. If you are not running the versions shown here, please see the WorkSmart blog to download the latest releases. If you need product passwords, contact usersupport@brco.com. Today we are focusing on FastFiler products.

Published in: Technology, Business
1 Comment
0 Likes
Statistics
Notes
  • Please can you email me a copy of this presentation
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

No Downloads
Views
Total Views
953
On Slideshare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
0
Comments
1
Likes
0
Embeds 0
No embeds

No notes for slide
  • WorkSmart products improve your productivity on the iManage WorkSite environrment. They improve email filing and document interactions with matter centric folders. Peter Buck is the Managing Director for information management group at Baker Robbins &amp; Company. He is responsible for the WorkSmart product leadership. Based in San Francisco. Liza Madden is based in Chicago and MCC project manager. Liza is a WorkSmart evangelist focusing on productivity gains using the products. Janis Richman is based in San Francisco and is a usability expert. Janis is responsible for many of the user experience elements of the session today. Kailash Batra is also based in San Francisco and is the lead WorkSmart engineer. He is responsible for managing open support tickets and manging usersupport@brco.com proprietary material Contact usersupport@brco.com about information contained in this slide deck.
  • This session is about today and tomorrow. Today the WorkSmart product family is made up of these products. If you are not running the versions shown here, please see the WorkSmart blog to download the latest releases. If you need product passwords, contact usersupport@brco.com. Today we are focusing on FastFiler products. We have two topics. First a look at attachment managmeent addition to FatsFiler. Second a look at an alternative FastFiler interface we all the FastPanel. proprietary material Contact usersupport@brco.com about information contained in this slide deck.
  • Lawyers are paid for their insight and ability to translate that insight into words, agreements and documents. While the rise of electronic communication increases the pressure to deliver results, it does not reduce the burden of quality and professionalism. Email attachment handling takes time and does not provide a method to organize or control the order the attachments are reviewed by the recipient. Our team researched possible solutions to the problem. Attachment Manager is a solution. This visual shows a table of contents embedded in an RTF, HTML or Word as document editor email message. The table is assembled using attachment manager. proprietary material Contact usersupport@brco.com about information contained in this slide deck.
  • Attachments are added directly from a toolbar, which shows the items attached. The source can be the local file system, iManage or other to be defined systems. The selected items are added to the grid where the order and name can be changed to suit the needs of the user. Configuration choices are available. proprietary material Contact usersupport@brco.com about information contained in this slide deck.
  • These preferences and configuration choices are set through configuration files and modified by the user, as required. Sensible defaults are used. Please note there is an AutoNumber value in the available fields. This AutoNumber is used to order the summary table inserted into the message body and can optionally be used to rename the attachments to match the summary table. proprietary material Contact usersupport@brco.com about information contained in this slide deck.
  • Based on user feedback to present list of MCC folders and provide quick keyboard shortcuts to filing locations, we revised our FastFolders product in version 4. We now present Outlook style bands and render recent profile in a simple list for users to select the profile. These recent profiles are also associated with a system-define keyboard shortcut. For example, Alt+2 would select the second recent profile. FastPanel take the user experience of FastFolders and applies it to email filing. We have intentionally not pursed the suggestive filing. Instead we are focused on making the filing task, which is required with any system, as efficient as possible. FastPanel and the existing FastFiler toolbar can coexist. proprietary material Contact usersupport@brco.com about information contained in this slide deck.
  • iManage WorkSite 8.5 server introduces a number of new features including IDOL indexer for workspace and document content, server-side email filing, new file transfer protocol, a queuing logic in the server to support OffSite and email filing, and other features. The 8.5 server will become the baseline server platform. We studied the technical workflow for email filing in the 8.5 server. While we are happy iManage has depricated the sweeper technology to determine what messages have been filed in this release, we remain cautious regarding the extensive server-to-server handshaking required to file a message. This graphic shows the workflow differences between FastFiler and 8.5 email filing. Our view is that simple leads to transparency. Transparency makes it clear to users what is filed and to support personnel how it was filed. proprietary material Contact usersupport@brco.com about information contained in this slide deck.
  • Transcript of "WorkSmart Product Briefing - September 2009 on FastFiler"

    1. 1. WorkSmart Products Roadmap Briefing Peter Buck Liza Madden Janis Richman Kailash Batra September 2009 This briefing is for customers of the WorkSmart products. Ideas presented here are the property of the WorkSmart product team and does not constitute actual products promised to be delivered.
    2. 2. WorkSmart Products - Today Simplify email management with Work the way users want with Improve MCC Outcomes with Extend WorkSite’s reach with for more information go to http://insight.brco.com/worksmart/blog/
    3. 3. <ul><li>When sending, Attachment Manager creates a table of contents within the message body for all attachments and provides user control of attachment order and naming. </li></ul><ul><li>When receiving, it allows users to control versioning, file-to locations, and document naming during a single filing action. </li></ul>
    4. 4. <ul><li>Robust tools and preferences for attachment handling and table layout </li></ul>
    5. 5. <ul><li>Robust tools and preferences for attachment handling and table layout </li></ul>
    6. 6. Discussion <ul><li>Email message format - HTML vs RTF </li></ul><ul><li>Table properties - Static text vs Documents as live links </li></ul><ul><li>Handling Email and Document size threshold </li></ul><ul><li>Inserting Custom URLs </li></ul>
    7. 7. <ul><li>Combination of panels and toolbars </li></ul><ul><li>UI similar to FastFolders </li></ul><ul><li>Visible in Outlook to provide all your email management tools </li></ul><ul><li>You can file on receiving or sending an email </li></ul>

    ×