"Our aim for WorkSite in DLA Piper from day one has always been to give the Fee Earners a dynamic view of their document and email world based on the matters they are working on at that particular time. DocAuto's WorkSpace Manager has enabled us to do this with just a few relatively simple jobs."

Jason Plant, DLA Piper UK LLP

Webinar Schedule

ILTA

ILTA Webinar: E-Mail Lifecycle Management Using DocAuto's OutiM Server

Date:
Monday March 23, 2009
12:00 noon- 1:30 pm EST

Description:
E-mail lifecycle management has become a major pain point for most firms today. Overloaded Exchange servers, compliance, and records management issues make effectively managing e-mail a top priority for Information Technology departments.

OutiM Server supports multiple approaches to e-mail management, and integrates with and extends the functionality of other e-mail management systems. It supports Mailbox, Public Folder, and PST processing, and can automatically copy, move, or move and link any kind of Exchange content (messages, notes, tasks, contacts, calendar items, etc.) directly from filtered or non-filtered sources into dynamically-identified WorkSpaces or Folders in WorkSite.

OutiM Server provides the "fewest click" solution for users to make sure the messages they want to file are filed quickly and correctly, without tying up workstation resources. It can be used as an e-mail archiving product out of the box, leveraging WorkSite's native security, search, and single-instance storage capabilities.

Join us for this informative webinar in which we will discuss e-mail management needs and present new features in OutiM Server that will allow your firm to get its e-mail content under control, while minimizing the need for user involvement.

Presenter:
Lori Page Hall, Director of Product Knowledge, DocAuto, Inc.

Registration:
Click Here!

Headquarters:
DocAuto, Inc.
3500 Parkway Lane
Suite 270
Norcross, GA 30092 USA
800.DocAuto Telephone
770.242.6747 Outside USA
770.263.8635 Fax

Los Angeles Office:
DocAuto, Inc.
645 W. 9th Street
Suite 110
Los Angeles, CA 90015 USA
213.598.0393 Telephone
509.757.0841 Fax
March 2009
Software Solutions for Interwoven WorkSite
In This Issue:
WorkSpace Manager

WorkSpace Manager 1.6 Now Available

This version of WorkSpace Manager includes several important new features:

  • "Targeted Deletion" of specific structures within a WorkSpace.
  • Extension of Zone Control to Categories, including the addition of Targeted Deletion within Categories.
  • Ability to Rename a "My Matters" container as referenced in a Subscription.
  • Automatic support for changing the program interface to support custom captions for the "My Matters" container, such as "My Projects", "Engagements", "Policies", "Employees", "Properties", etc., for our non-legal customers.
  • Extensive improvements to the Aging process for better maintenance of "Parallel WorkSpaces" in distributed environments, or for differential copying of WorkSpace content, such as in archiving, e-discovery, litigation hold, or virtual deal-room implementations.

As always, this version is backward-compatible with job files from prior versions, but because of the new extensions to Zone Control and the ability to rename the My Matters container, new template-specific options have been added which will be OFF by default.

Please refer to our complete release notes for detailed information about this release.

Note also that this release requires new license files.  All customers have been sent updated license files, but if you had a problem receiving this information, please contact support@docauto.com.

WorkSpace Manager Job Strategies Guide Now Available

The WorkSpace Manager Job Strategies Guide (JSG) is now available for download from our web site.

This document is designed to serve as a "cookbook" with "recipes" for common WorkSpace Manager tasks, and provide detailed examples of how to approach specific common jobs in setting up and maintaining a matter-centric structure in WorkSite.

We welcome suggestions for extensions to this guide from our customers, partners and resellers!

Watchdog Server

WorkSite Watchdog Server 1.5.13 Now Available

This release of Watchdog Server incorporates a number of powerful new features:

  • Data-driven notification filtering.  Now it is possible to dynamically build notification filters using data from any ODBC-compliant database.  This functionality can be used to set up jobs that automatically notify specific users (like the responsible attorney as stored in your accounting database) when specific events occur on their clients and matters.
  • Custom-definable "exclusion" lists.  This allows specific types of documents, or specific WorkSite Users or Groups to be exempt from analysis when examining event threshold counts.  For example, all documents that are "Forms" can be excluded from specific types of monitoring, or actions by specific users (like administrators) can be ignored.


iMPrivate 5.1 Now Available

One of DocAuto's oldest products, iMPrivate has been migrated to the job-centric interface consistent with all other DocAuto products.  This allows multiple security processing jobs to be run simultaneously on the same workstation, or different jobs to be run in sequential batches at specific times of the day, or after certain triggering events have occurred.

Important Notice about DocAuto Software Licensing

Important Notice To All DocAuto Partners and Customers:

In May 2008, our license key vendor, Element 5, made a change in their software "wrapping" system ( that utilized "POP" codes) that drove us to develop our own license key system, which is now fully operational.  Many of our clients have already migrated from POP codes to the new DocAuto "key" system.  However, clients who haven't installed any updates may have software that is functioning using the old POP code system which was installed when the original purchase was made.  

Please be advised that effective May 2009, ALL POP code support will be discontinued by Element 5.

This means that any product installed with a POP code will cease to function. It is VERY important for you to review your software (or for resellers, your customers' software) to ascertain if any installations are still using POP codes. Here are the procedures if you have POP code software (generally anything installed before Summer 2008): 

1.  For users with active Annual Support, please send an email to support@docauto.com and request a new license key and software that does not use POP codes.   

2.  Users who have allowed their Annual Support to lapse will be provided with a license key file so they can use the last version of the software they had.  We will not provide new software or licenses. You'll receive the license key file when you send an email to support@docauto.com with a list of the product(s) needed.  

3.  For clients with products that we no longer support (such as  MakePDF, iManSync, iMHot, etc.), we'll provide a license key file so the product version installed can continue to be used.  Again, you'll get the license key file by sending an email to support@docauto.com with information about the specific product(s) needed. 

Note that these procedures do not apply to clients using "unwrapped" software from our secure client portal.

If we're proactive about this early in 2009, we can handle whatever migration is left in an orderly fashion. We don't want clients to be caught by surprise one day and panic. We also don't want a crisis situation where everyone is trying to get a license key at the last possible moment. We appreciate your cooperation in reviewing your software status and contacting us if you need to swap a POP code for a license key.

WorkSpace Manager Certified Engineer Training Schedule

Traveling Coaches
April 7 to 9, 2009 Dallas
May 12 to 14, 2009 Dallas
June 9 to 11, 2009 Dallas
July 14 to 16, 2009 Dallas
August 11 to 13, 2009 Dallas
September 15 to 17, 2009 Dallas
October 20 to 22, 2009 Dallas
November 17 to 19, 2009 Dallas
December 8 to 10, 2009 Dallas

Interwoven
March 9 to 11, 2009 Chicago
April 27 to 29, 2009 Chicago

Tikit (UK)
May 6 to 8, 2009 London

See DocAuto at ILTA09 - Booth 524

ILTA09