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Outlook. By combining the familiar user
interface of frequently used applications
with powerful document management
functionality, DeskSite and FileSite enable
rapid adoption of document management
functions across the organization, and users
realize immediate productivity with
minimal training.
Powerful Tools to Organize and
Access Your Matters
WorkSite stores files in an electronic file
folder, called a WorkSpace that is the virtual
equivalent of the paper file folder. The
WorkSpace is the core element of mattercentric
or project-centric collaboration,
and—unlike other document management
solutions—each WorkSpace can be
accessed from both FileSite and DeskSite,
as well as from WorkDocs—a browserbased
UI, without the need to maintain
and synchronize multiple databases.
WorkSpaces can be created for each matter
or project, as needed. Within this virtual
case file, you can organize documents and
Data Sheet
Interwoven® DeskSite®, FileSiteTM, and OffSiteTM
Capture, Store and Collaborate on Critical Business Content—From your desktop
Interwoven FileSite
e-mail in subfolders. Users can create new
WorkSpaces, add folders, and perform
searches for and within WorkSpaces.
Because users typically work on numerous
projects, deals or matters at the same
time, Interwoven has developed powerful
tools that enable matter- or projectcentric
navigation. This is achieved
through shortcuts that make all of the
users’ projects or matters and workspaces
available directly from the desktop,
eliminating the need to drill down through
database structures.
The DeskSite and FileSite tree views contain
two customizable link lists, My Matters and
My Favorites that make it easy to navigate
to workspaces of interest.
Simply storing documents and e-mail in
a centralized repository is not enough.
In order to gain the most benefit, useful
metadata must be applied, and until now,
this has been achieved by requiring the
user to complete a document profile form.
This has been a barrier to adoption for
many users, as it required changes in user
behavior, and often resulted in the entry of
meaningless data to speed completion of
the form.
The newest releases, DeskSite 8 and
FileSite 8, introduce streamlined document
filing capabilities that work the way a
business user does, virtually eliminating
the need for manual entry of profile
data. During matter or project creation,
metadata, such as matter/project name,
author, description, and more, is assigned
to the project folders. When a user selects
a folder in which to store a file or e-mail
message, the document will automatically
inherit the metadata and security from the
folder, eliminating the need to manually
enter profile values. The result? Happier
users, and better search results.
Robust E-mail Management
Consolidates Matter-Related
Correspondence
FileSite provides a powerful e-mail
management solution plus full WorkSite
functionality from the Microsoft Outlook
interface, enabling storage of e-mail
messages and attachments in project/
matter-related folders in the same
searchable repository as the rest of the
project or matter files. Messages can be
dragged and dropped into the relevant
folder. When used with WorkSite
Communications Server, a unique e-mail
address can be associated with each matter
folder, enabling users to cc the matter
folder on outbound messages, or to forward
messages to the folder. As with documents,
profile information is automatically
inherited from the folder, eliminating the
need for manual data entry.
Interwoven DeskSite
Key Features of DeskSite
and FileSite
n Streamlined Profiling Capabilities
Classify each document and e-mail
message with metadata fields tailored
to your organizations’ specific needs.
Profile information can be automatically
inherited from the folder, eliminating the
need for manual data entry.
n Document Relationships
Establish links between a primary
document and appendices, such as a
cover letter and contract.
n Quick Access Lists
Directly access lists such as the list
of documents checked out, the last
40 documents edited and the last 10
searches performed.
n Audit Trails & Version Control
Track the history of documents,
including all activities performed on
the document, for regulatory, legal or
operational purposes.
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