Imanage
What is Imanage used for?
Saving and searching for documents or emails; also organizing.
What does the red status indicator light mean?
The red indicator means busy or in a meeting
What did emails replace
Snail mail
How to convert any document into a PDF?
Select File, then choose the PDF printer
What is Chrome River Used for?
It's used for expense reimbursements and invoices.
Up to how many matters can one client have
up to 9999
True or False? If a meeting is created in Teams, then it will also be created in Outlook.
True, Microsoft Teams and Micrsoft Outlook is the same calendar.
Which Outlook feature helps you find attachments from someone?
Use the search bar at the top. (Advanced Options)
What's the quickest way to combine multiple PDF's?
Highlight both documents, right-click, then select combine document.
How much is the limit per person for a meal?
$35
The quickest way to find a document you saved in the past 30 days is to?
Use the Document tab from the IManage home screen. (Ensure Recent Documents is highlighted)
How to find all the shared documents you've shared with one person.
Use the search bar to find the person, then select the Shared tab from the top.
What option is used to find the contact information for everyone at the firm
The Address Book
Whats the best way to make a PDF document editable for changes?
From the edit tab above, click convert to editable.
What could be used to take images of your receipt and save time?
The mobile app.
How to check a document back in?
Right-click on the document and select Check-in.
How do you share your screen in Teams?
From a chat, in the upper right-hand corner, select the ellipsis (The three dots), then choose screen share.
Which tab lets you check someone's availability when setting up a calendar appointment?
Scheduling assistance
What's the easiest way to convert a PDF document using the toolbar?
Select the Convert to WORD option from the toolbar.
When traveling, should your expenses be allocated to your home office or the visiting office?
The visiting office.
How to find a lost document in Imanage
Choose documents in the search bar above. Now add Author/created by and created date.
How do you change your background during a Teams meeting
Select the more tab (The three dots), then choose Apply background effects.
From a new email, what steps do you take to encrypt the message before sending it out?
Select the options tab, then choose encrypt.
If a PDF has pages with different orientations, what's the proper way to permanently fix the orientations?
Use the pages panel, right-click on the page, and rotate it from there.
When submitting an invoice for a brand-new vendor, what document should be attached?
The W-9 forms