Autonomy iManage WorkSite Train-the-Trainer Training

RBRO Trainers have provided excellent Autonomy iManage System Administrator training to the teams of some of the largest legal firms in the US and Canada.

We pride ourselves in being able to not only deliver the content required by the strict Autonomy iManage guidelines, but to put it in the context of your firm’s experience. RBRO Trainers will use real world experience to demonstrate the functionality, capability, and administrative requirements of the product. We will ensure that your Administrators understand the best practices methodologies and the why’s of each task. This training is ideal for Trainers who are new to Autonomy iManage WorkSite or have not trained on it recently that are preparing to facilitate end-user training.

Course Length
Two Days.

Course Description
This course introduces trainers to the client interfaces of the iManage WorkSite content management system. Additional add-ins will be taught as well including Email Management, OffSite and WorkSite Web. This course will be hands-on in nature wherein the participants will have an opportunity to apply the skills that they learn right after it is demonstrated.

Prerequisites
None.

Course Material
Full Manual Provided.

Course Content

Day 1 Morning

  • Exploring the iManage FileSite 8.5 Desktop UI
  • Using Basic FileSite Functions
  • Using the WorkSite Tree to Navigate to Workspaces, Folders and Documents
  • Managing Shortcuts
  • Searching for Workspaces and Content


Day 1 Afternoon

  • Using Content Management Features (Versions, Where Used, Relations, History, etc.)
  • Saving Documents
  • Email Management
  • Viewing a Document’s Profile


Day 2 Morning

  • Creating Folders
  • Using Folder Commands
  • Re-file Capability
  • Exploring Security and Other Profile Options
  • Checking In/Out and Importing Documents
  • Customizing the Outlook View
  • Setting FileSite Options
  • Using WorkSite Viewer


Day 2 Afternoon

  • OffSite Synchronization – Set up and Best Practices Overview
  • WorkSite Web Introduction
  • MS Word iManage Features
  • Interwoven Express Search, WorkSite Data Miner and Query Builder
  • Overall Course Review / Q&A



For more information, please submit a request now or email training@rbrosolutions.com.