For our final (for now) post on common iManage questions, we offer two more quick tips.
Why can’t I see the document in the folder, but can find it when I search for it?
The document was only profiled, meaning it was saved with the client/matter metadata, but does not actually reside within the Workspace/folder. To correct this, file the document by doing a drag-and-drop from the search results pane into the folder.
How can I save a PDF from the Internet directly into iManage without downloading/saving it first?
To change the default PDF "open" behavior when using a browser:
- Choose Edit—>Preferences
- Select the Internet category from the list on the left
- To display the PDF in the browser, check "Display in browser"
To open PDFs from the web directly in Acrobat, uncheck "Display in browser."
For earlier versions of Adobe:
For Adobe DC:
We hope the last three weeks' of iManage tips have helped!
Should you have more questions, please don't hesitate to contact us.