Content Importing and Exporting
The promise of a matter-centric Autonomy WorkSite environment is that it should increase organizational efficiency and staff productivity by making content accessible, relevant, and organized. Ultimately, your matter-centric environment should serve your clients better by getting information to them faster and more cost effectively. It should be liberating.
Unfortunately, many firms face challenges in content presentation, preservation and proliferation. Often difficulty arises in accommodating the needs of different users or groups, and their competing desires of how they wish to view and manage their content. For others, systems performance and security management suffer with an abundance of duplicate information, taxing processes for fault tolerance, and mobile group management.
Importing content that comes with lateral hires can be challenging for many firms. Additionally, providing departing employees with content pursuant to client requests can also be difficult to manage.
DocAuto makes managing your content easy with fast, powerful and easy-to-use tools that adapt WorkSite to meet your needs. Whether it's getting the content into WorkSite or out of WorkSite, our products can assist you with your import/export products in a timely and efficient manner.
Click on the product names below to learn how DocAuto products can help manage your environment.
WorkSite Exporter
With WorkSite Exporter, exporting data is fast and easy, whether dictated by mobile/remote groups, mergers & acquisitions, or employee exit policies. This powerful desktop product is an add-in to DeskSite or FileSite clients that can be distributed to selected users or system administrators.
WorkSite Exporter exports everything in one or more WorkSpaces or folders and works in matter-centric or non-matter centric systems. In addition, differential updates allow WorkSite Exporter to act only on new or changed content, which allows for rapid and comprehensive updating exports.
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iImport Desktop
iImport Desktop is an add-in to iManage DeskSite or FileSite that allows users to quickly and easily import content, preserving organizational structures if desired, from native operating system folders and subfolders directly into WorkSite. The program features an easy-to-use Windows Explorer-like interface that is simple and intuitive for users.
With iImport Desktop, users can extend the native FileSite/DeskSite import capabilities on their workstations to import multiple documents or entire folder structures at once. The product includes document filtering capabilities, and the ability for administrators to limit where content can be imported. For example, eligible “targets” for import operations can be restricted to WorkSpace-centric locations, such as WorkSpaces, Tabs, or WorkSpace Folders, or expanded to include non-WorkSpace centric locations, such as the root of a WorkSite database, or “legacy” Folder structures.
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