Customising a WorkSpace view with DocAuto

DocAuto has released a new module for its DocAuto Server platform  that aims to provide a  “pseudo-matter-centric” views of clients, matters or other iManage WorkSite WorkSpaces.

The Folder Manager for Exchange Module for DocAuto Server provides views that are relevant to each individual user based on information from WorkSite or other core systems including accounting, time entry, matter management, docketing, matter intake, records management, knowledge management and many others.

“Folder Manager creates native Exchange folders and categories within individual users’ mailboxes based on information from any number of existing core systems, allowing for consistent and flexible access to different methods of marking or migrating content from Exchange into WorkSite,” said Mark Baker, Director of Software Development for DocAuto.

“These methods leverage native functionality of Exchange, and support users in Outlook, Outlook Web Access (OWA) and on mobile devices and smartphones, including iPhone, iPad, BlackBerry and Android platforms.”

The Folder Manager module provides the flexibility to administratively manage Exchange folders and categories by defining the rules and policies centrally as opposed to relying solely on the users manually perform these operations.  Folders and categories can be removed as well as created, providing for a continuously optimized conduit into WorkSite from Exchange.