![]() We have partnerships allowing us to address complex integrations (Accounting and Matter Management) as well as complex migrations from legacy systems, In addition we offer Critical Date and Contract Management as well as BPM, Also, we offer Custom Solutions Development in conjunction with iManage. Our key areas of expertise are Document and Content Management Solutions and Consulting. amd 10.x server.We have worked with iManage for over 20 years. This application is the only single tool for automating. Simplify database consolidation, firm mergers, and content migrations with built in processes that allow the translation of metadata and security during the relocation of documents or structures between databases.Īpply multiple templates to WorkSpaces to create "hybrid" WorkSpaces. DocAutos WorkSpace Manager is the gold standard for Matter-Centric management within WorkSite. DocAuto’s WorkSpace Manager application was able to preserve this functionality using its Provisioning capabilities, which allow any document to be linked to any number of folders in any number of WorkSpaces. Includes the ability to archive only declared content.Įasily create and/or maintain "Parallel" WorkSpaces in multiple databases, facilitating collaboration on matters in large distributed environments. WorkSpace Manager's record management features allow you to "declare" or "undeclare" content in bulk in specific folders or entire WorkSpaces. Preserve document numbers as part of the process of moving documents between databases and perform bidirectional translation of metadata and security values when moving content between two different WorkSite systems.Īutomatically archive WorkSpaces based on any number of predetermined criteria from external systems. ![]() With 5,000 experts around the world, we create value and impact for our clients and. Our solutions deliver a powerful competitive advantage, enabling faster, smarter and more sustainable decisions. ![]() This application also uses multiple "system checks" before archiving WorkSpaces in order to ensure the matter is ready to be closed. Kroll provides proprietary data, technology, and insights to help our clients stay ahead of complex demands related to risk, governance and growth. WorkSpace Manager's Provisioning capabilities can be used to make copies of documents, pre-populate new WorkSpaces with forms, or move documents between WorkSite databases.Įasily consolidate databases, move WorkSpaces between databases, and automatically move inactive information from active databases in order to ensure your active databases remain functioning at their best. Automatically find documents based on any kind of search criteria, including "orphaned" documents, and file them into the appropriate WorkSpaces and folders. If the WorkSpace is made active again, the access control list is restored automatically, if desired.Ĭonsolidate multiple documents into folders. When a WorkSpace is made inactive, WorkSpace Manager retains the access control list. Retain security while archiving or reactivating WorkSpaces. Dynamically define any combination of User and Group security ACLs on any structure using data from any number of external data sources, and/or pre-defined WorkSite security data within the templates. WorkSpace Manager provides a wide variety of publishing options including: publishing user's personal WorkSpaces to their My Matters container, publishing groups of WorkSpaces to specified teams, and informational publishing, such as "New WorkSpaces created this week" or "Clients 90 days behind in payments".ĭynamic security. Choose what works best for your corporate legal departments needs. Safely modify any aspect of WorkSpaces during production hours, including metadata, security, structures, links or shortcuts to documents, WorkSite validation metadata, and much more.įlexible publishing. DocAuto Workspace Manager Certification -SQL Fundamentals SSO500 Scrum Master -Windows Server 2003/2008 Group Policy Administration and Troubleshooting - ITIL v.3 Foundation Certificate in IT Service Management -More activity by Sarah. The application also helps manage day-to-day WorkSpace creation by using data from any number of external systems. Create WorkSpaces with any possible structure using its "universal" templates. Unique differentiators/featuresĮasily creates WorkSpaces. ![]() This comprehensive solution empowers users to efficiently manage every aspect of the WorkSite environment throughout the entire WorkSpace lifecycle. ![]() This application is the only single tool for automating creation and management of the entire Matter-Centric environment while exclusively utilizing the approved WorkSite three-tier architecture for unparalleled scalability, performance, and availability. DocAuto's WorkSpace Manager™ is the gold standard for Matter-Centric management within WorkSite. ![]()
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