President's Corner

Where We’ve Been, Where We’re Going

It’s almost hard to believe that it is already 2010. DocAuto, as a company, starts our 14th year this year; we have been an iManage technology partner for 10 years; and our flagship product, WorkSpace Manager, has been around for 5 years now. Our longevity in the industry coupled with our extensive knowledge of WorkSite has propelled us into being the leading provider of software solutions for WorkSite. This knowledge and experience, along with our loyal client and partner base, enables us to continue to add functionality to our current products, and develop new products to solve your WorkSite needs. In addition to significant enhancements to existing products, we plan on releasing some new products this year that will help you continue to get the most out of WorkSite. Please watch this newsletter as well as our website for new product announcements!

David Kiefer, President

News & Events

DocAuto Sponsors CIO Forum at LegalTech NY

DocAuto is proud to be a sponsor of the Law Firm Chief Information and Technology Officers Forum at LegalTech in New York on February 2 – 3, 2010. Currently, over 80 law firms, companies, and government institutions have confirmed to attend this forum. Lori Page Hall, Vice President of Marketing for DocAuto, will be presenting at a session entitled Email Management: Searching for the Holy Grail, along with Todd Corham, CIO at Lowenstein Sandler (and DocAuto client), John Roman, Jr., Director of Litigation Technology Services at Nixon Peabody, and Frank Spadafino, CIO at Epstein Becker Green. For more information on the forum or to register to attend, please visit this link.

Article: “Document Management and Matter Centricity – A Step at a Time” by Pam Albrecht, Ogltree Deakins

An article by Pam Albrecht, DMS Administrator for DocAuto client Ogletree, Deakins, Nash, Smoak & Stewart, has been published on the website
e-LegalTechnology.org. In this article titled "Document Management and Matter Centricity - A Step at a Time," Pam talks about her firm’s decision to move from local file storage to a centralized document management system. She discusses her firm’s selection of Autonomy iManage WorkSite as their DMS solution, as well as their use of WorkSpace Manager for matter-centric management. Of particular note in this article, are some ROI metrics Pam was able to calculate regarding their use of WorkSpace Manager. You can read the full article by clicking on this link.

DocAuto Webinar Series

Earlier this month, David Kiefer presented a webinar on advanced uses of WorkSpace Manager. The response was overwhelming with 60 people in attendance! If you would like to watch the recording of this webinar, please follow this link. David will be presenting another advanced concepts webinar in February on aging and archiving in WorkSite using WorkSpace Manager.

Our monthly webinar series covers overview demonstrations of our core products, advanced concepts using WorkSpace Manager and OutiM Server, and matter-centric and e-mail management. These webinars are recorded and are available for viewing on our website, usually within a few days after each webinar. The box on the left lists webinars that are scheduled for the month of February. Click on each link for more information and registration.

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In addition to receiving this newsletter, keep up with DocAuto news and events by following us on Twitter and/or by subscribing to our Blog. If you received this newsletter from a colleague or accessed it from our website, you can subscribe to our newsletter by visiting the News and Events page of our website and filling out the form in the Stay Connected section.

Product Updates

Complete Release Notes for all of our products can be found on their respective product pages on our website. Below is a list of products for which we have released updates since our last newsletter.

WorkSpace Manager 1.6.32

This release incorporates extensive functionality for providing extended support for Autonomy’s iManage Records Manager (IRM) product. WorkSpace Manager now includes the ability to move documents into WorkSpace Folders based on whether or not they have been Declared as records, to Declare or Undeclare the documents in a Folder when documents are added to or removed from a Folder, or to Declare or Undeclare the entire contents of a WorkSpace, Tab, Search or Folder. Additionally, WorkSpace Manager includes the ability to Declare documents when they are moved from one database to another as part of its Archiving or Aging processing, as well as Undeclare documents that are being updated as part of the Aging processing, and then Redeclare them after they are updated. More information on features and functionality can be found in the Release Notes.

OutiM Server 3.0.32

This release includes a new feature that provides the ability to load Mailboxes and Public Folders separately when configuring a job. For instance, if you want to configure a job that will only be processing Public Folders, you would not need to load all Mailboxes for a given Exchange Server, or vice versa. More information on features and functionality can be found in the Release Notes.

From the DocAuto Support Desk

New Customer Support Portal to Launch Soon

Through our new CRM provider, Salesforce.com, we will soon be launching a self-service support portal. The support portal will allow clients and resellers to submit support tickets, view tickets, add comments, attach screenshots, logs, or jobs to tickets, view suggested solutions and tech notes, access documentation, technical videos, release notes, product updates, and more. The portal is currently in beta and being tested by several of our resellers. Once we go live with the self-service portal, clients will receive an email with a link and their login information. Watch our website for additional information in the near future regarding this new self-service support solution.

Partner Spotlight

WDSI

This month’s Partner Spotlight recognizes WDSI who has provided DocAuto’s products since their early days and has recently formalized the relationship as a reseller partner. WDSI has extended the iManage solution with WorkSpace Manager and complimentary utility software in legal, government, enterprise and SMB settings. “Your recent introduction of Primera pricing will enable us to deliver DocAuto’s amazing software to the scores of medium and smaller law firms, corporate legal departments, and SMB’s that recognize the need to leverage technology for a competitive edge. Our WorkSpace Manager ‘Express Implementation Package’ allows a firm to gain the benefits rapidly for a fixed price,” said Jesse Jepsen, President. WDSI also offers managed services, application design, office automation customization & training, network integration, project management and remote support services. DocAuto is pleased to welcome WDSI to our outstanding channel of reseller partners.

WorkSpace Manager Certified Engineer Training Schedule

DocAuto
March 8 - 10, 2010 - Atlanta
May 10 - 12, 2010 - Atlanta
September 13 - 15, 2010 - Atlanta
December 6 - 8, 2010 - Atlanta

Traveling Coaches
February 9 - 11, 2010 - Dallas

June 8 - 10, 2010 - Dallas

August 10 -12, 2010 - Dallas

October 19 - 21, 2010 - Dallas

Tikit (UK)
Please contact Ben Firth for schedule information.