Trusted by hundreds of firms worldwide, DocAuto makes matter-centricity flexible, easy and secure. Whether you've been using WorkSite for years or you're in the process of deploying WorkSite right now, DocAuto can help you:

• Optimize system performance
• Reduce risk and ensure regulatory compliance
• Improve the WorkSite experience for users and administrators

Product Info Sheet

WorkSpace Manager is the industry-leading tool for implementing and maintaining matter-centric architectures in WorkSite. No other product is designed to manage every aspect of the matter management architecture within WorkSite, and no other product allows you to extract and combine data from other internal firm applications and conveniently display it within the matter-centric interface.

With power, flexibility, security and ease, WorkSpace Manager gives you access to and control over matter-centric:

• DATA: The “aura” of data about a matter that comes from all sources throughout the organization – accounting, practice management, matter management, security/ethical wall, docketing, time and billing, and WorkSite itself.
• STRUCTURES: How the WorkSpace (matter) is structured, restructured, updated and re-secured.
• DOCUMENTS: How documents are organized, re-organized, tagged, re-tagged, secured, and re-secured.
• DISTRIBUTION: How the matter is distributed to users.
• REMOVAL: How matters are removed from users’ views once no longer needed.
• ARCHIVAL: How matters are moved, archived, and restored.

Instead of changing your business practices to adapt to WorkSite, utilize WorkSpace Manager to adapt your matter-centric environment to meet your specific business needs.

Key Features

• Manage every aspect of your matter-centric architecture in WorkSite, including WorkSpace creation, distribution, security updates, document provisioning, and more.
• Bridge mission critical system "islands" through fully-automated and continuous synchronization with external data sources (like accounting, timekeeping, matter management or records management databases).
• Empower your firm through complete MCC automation, increased speed, ease of use, and powerful adaptability.
• Mitigate risks by automatically escalating matters with critical deadlines so potential problems do not arise.
• Track profitability and activity with powerful reporting features.
• Achieve fault tolerance and comply with records retention policies by aging and archiving matters.
• Distribute matters, in advance, to assigned users in personalized structures.
• Give users access to the content they need, the way they need to see it, for any matter they are working on - and change views at any time.
• Move content where it belongs, updating metadata and security settings automatically.
• Optimize system performance with our lightning-fast multi-instance "Engine" architecture.

Case Study

See why Norton Rose selected Workspace Manager to assist with the centralisation of their WorkSite repositories.  Download

Product Info Sheet

Refiling Server optimizes systems performance and increases control by eliminating user-driven (native Autonomy) refiling in favor of finely-controllable server-side refiling. Refiling Server offers fast, consistent and efficient options for managing how, when, and why items are refiled. In addition, Refiling Server inserts audit trails, ensures document security and metadata inheritance, and puts control back in your hands.

Refiling Server allows documents to be refiled as they are added to or moved between folders by any means, with very precise management of:

• Which documents are processed
• Which metadata fields are processed
• Whether or not security and/or metadata are processed
• What happens to documents that exist in multiple locations
• History and data tracking of all changes made to documents

The Enterprise Edition extends the refiling capabilities to structures.

Key Features

• Control and manage the entire refiling process from the server side.
• Don’t refile any metadata or security value unless it actually needs to be changed for improved server performance.
• Continuously monitor any number of WorkSite servers and databases.
• Ensure that documents retain proper security and metadata as they are moved from folder to folder, optionally removing documents from other folders in the process.
• Eliminate desktop user-driven refiling, to eliminate the risk of prompting end users with powerful refiling commands that they do not understand or do not consistently or correctly apply.
• Track changes to document metadata and security in the history of every document, and/or record all changes in SQL database for full audit trail reporting.
• Flexible processing for documents in multiple folders.
• Powerful filtering on documents to be refiled.

Additional Features of Enterprise Edition

• Control over which structural metadata fields are refiled, including how and when.
  Filtering on Initial Structure and Substructures to be refiled.
• Refiling of user-created structures.

Product Info Sheet

OutiM Server supports multiple approaches to e-mail management, and integrates with and extends the functionality of other e-mail management systems.  OutiM Server supports Mailbox, Public Folder, and PST processing, and can automatically copy, move, or move and link any kind of Exchange content (messages, notes, tasks, contacts, calendar items, etc.) directly from filtered or non-filtered sources into dynamically-identified WorkSpaces or Folders in WorkSite. 

OutiM Server provides the "fewest click" solution for users to make sure the messages they want to file are filed quickly and correctly, without tying up workstation resources.

OutiM Server can be used as an e-mail archiving product out of the box, leveraging WorkSite's native security, search, and single-instance storage capabilities.

OutiM Server can ensure that any or all Exchange data is imported into WorkSite directly, automatically and continuously.

OutiM Server now includes optional Client Utilities, that can build matter-centric filing structures in user's Mailbox or in Public Folders to create potentially hundreds of automatically linked filing locations with one click!

Key Features

• Import email content and structures continuously from Exchange into WorkSite, preserving organizational structures and native MIME format.
• Run jobs continuously or on-demand, from all Exchange mailboxes to individual messages.
• Route content to correct WorkSite folders or WorkSpaces automatically.
• Filter messages based on date, address, subject, attachment, etc.
• Reproduce original Exchange folder structure within WorkSite (optional).
• Delete email from Exchange after Import (optional).
• Detect and delete duplicate email automatically.
• Fast server-side engine architecture.

Product Info Sheet

Whether you are migrating to WorkSite from a different system (or no DMS at all), or have new volumes of content to process, iImport is the most powerful tool for importing content into WorkSite, in either automated or on-demand jobs.

Simple importing is fast and easy. Advanced importing is as robust as you need. With powerful workflow capabilities, you can even use data-driven methods to create branching processes that determine where to place content, set metadata, security, and more.

Whether you are importing or converting a large amount of data for a one-time migration, or addressing ongoing needs for importing documents from new attorneys or offsite trial teams, iImport is the best tool for the job. When used with companion product WorkSite Exporter, iImport can even be used to move entire WorkSpaces, their content and structure to and from an intermediate file system for archiving and offline use.

Key Features

• Read and write to any number of ODBC databases for structural and profile data, security, and history.
• Stage up to 15 steps of workflow processing for each document, including setting security and converting imported content to encrypted PDF.
• Operates automatically (unattended) or manually (on-demand).
• Full data logging of all operations.
• Recreate all metadata and security values on matter-centric structures, and history records on individual documents.
• Support for differential importing, with version control.

Product Info Sheet

Whether dictated by mobile/remote groups, mergers & acquisitions, or employee exit policies, exporting data is fast and easy with WorkSite Exporter. This desktop product is a powerful add-in to DeskSite or FileSite clients that can easily export everything in multiple folders or WorkSpaces. In addition, differential updates allow WorkSite Exporter to act only on new or changed content, which allows for trapid and comprehensive updating exports.

When used with companion product iImport Content Importer, WorkSite Exporter can also be used to move entire WorkSpaces, their content and structure from one WorkSite database to another.

Key Features

• Export everything in one or more WorkSpaces or folders — works in non-matter centric systems.
• Preserve, create, or enhance organizational structure of exported content.
• Create comprehensive log files of all content and structures exported, including all metadata, security, and history values.
• Differential capabilities allow for fastest possible export of large WorkSpaces, only exporting new or changed content.
• "Round Trip" WorkSpace structures and content with iImport companion. Export then recreate entire WorkSpaces.
• View detailed reports of all files and structures exported, with user-specified data fields.
  "Checkout" allows for native WorkSite "Check In" option.

Product Info Sheet

If you want to know what is happening in WorkSite, you can do it with Watchdog Server.

Prevent content theft, check unauthorized use of intellectual property, and receive instant notification of suspicious - or desired - user activity on an organizational level with Watchdog Server. This centralized solution (see Watchdog Transaction Monitor for desktop companion) is a comprehensive tool that can intercept, report on, and take action on all activity in WorkSite regardless of the source or type of operation.

Only with Watchdog Server can you continuously monitor all activity directly in one or more WorkSite databases, and instantly notify specific users or groups, to both maximize security and increase productivity.

Improve customer service and reduce workflow processing time by responding to events is WorkSite as quickly as possible.

Key Features

• Monitor 18 different WorkSite user operations in real-time including: Check In, Check Out, Create, Export, Delete, Print, View, E-Mail, Modify Security, etc.
• Monitor and report on all activity, disable user accounts, or initiate workflows to prevent theft and unauthorized IP removal.
• Notify specific users or groups instantly and automatically (i.e., attorneys can be informed of remarkable activity on their matters, or by users they manage).
• Disable user accounts automatically if activity exceeds preset thresholds.
• Launch workflow processes and pass event data to external programs.
• Customize notification content to include very detailed event, user, and document-by-document information.
• Generate notifications based on metadata filters to alert users of specific matter activity (i.e., collection notices, document creation by external users, security edits, copying of forms, etc.).
• Dynamically create notification profiles or filters based on data pulled from external ODBC-compliant data sources on-the-fly.

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