![]() Icon indicating the successful creation of the template-based folders. The sort option allows you to list ordering to make it easier in understanding the access levels of other users. The list of users are listed in the alphabetical order if the security is pre-configured. ![]() Icon and external users are indicated by the You can modify the Default securityįor this workspace, and use the search box to define permissions for specific users or groups. Section displays the security settings as defined in the template. (Optional) You can select the Add to My Matters check box to add the workspace to your My Matters.Įnter the required values for fields marked with ![]() You can create any of the other remaining folders after the workspace has been created. Is useful when you have expanded a subfolder's children folders several levels deep and you quickly want to add all the folders in that structure. Use the Select visible option in the template preview list to quickly select all the folders that are displayed. If a required folder is under an optional parent folder (one where the checkbox is not pre-selected), then the required folder is created only if you choose to create the optional parent folder. This ability must be enabled within the template by your iManage Work administrator.įolders with the required label are automatically created. Folders with the required tag are automatically created when the parent folder is created.įrom the available folders defined in the template, select which additional folders you want to create. Preview the folders that are defined within this template. In the Filter text field, enter any part of the Template name to quickly filter this list. To save time, the last template you used is automatically selected.Īll templates are listed in alphabetical order. Templates provide a predefined list of folders for the workspace. In the Template list, select a workspace template. The library earlier used by you is pre-loaded in this dialog the next time you create a workspace. When you create a workspace for the first time, the library defaults to your preferred library, but you can switch to any other library. Your last selection is automatically remembered. In the Library list, select the library where this workspace must be created. Type a name and description for the workspace. Select the Recent Matters or My Matters node in the tree. ![]() After you switch back to the old interface, the selection is remembered for future workspace creation. Select Switch back to the old interface if you run into an issue, and be sure to provide us with feedback on why you switched. We strongly encourage working in the new interface so that you can take advantage of all the new improvements. It’s a time-consuming process that LexWorkplace automates on your behalf.As part of the improved experience, you are presented with the new dialog, but you have an option to switch back to the old interface. Plus, LexWorkplace will provide instant deduplication, so you can avoid saving multiples of the same email. Email management capabilities: Easily save emails to each matter file straight from Outlook.Or, you can set certain documents as important for easy access. Recent file prioritization: LexWorkplace will place your recent files front and center, so you can easily return to your work.Plus, you can create tags to keep documents organized based on your firm’s needs. Profiling and tagging: You can easily set document types and statuses for each of your files.Version management: LexWorkplace will automatically track each version of your documents, so you can see when changes were made and by whom.Then, just check the document back in when you’re finished. Document check-in/out: Want to make changes to a document without others doing so at the same time? By checking out a document, you can make the changes you need to make without others on your team interfering.View, edit, and save your documents with a single click, no re-upload required. One-click functionality: LexWorkplace can help you move faster.Document tracking IDs: Each file you save to LexWorkplace has a unique ID for easy document tracking.This means we can securely back up your data, so you can trust your data is available to you no matter what happens next. Geographic redundancy: We have multiple independent data centers across North America.It also includes enhanced security measures such as permission setting capabilities and two-factor authentication. Advanced security: LexWorkplace encrypts your data in transit and at rest.A Terabyte of Storage: LexWorkplace starts with 1TB of storage for your firm, giving you plenty of room to grow.
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