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Who is this training for?
How long will this take?
What is included in this course?
Meet the instructors
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Find a session below that works for your schedule.
Each session is limited to 25 participants. Sessions are live only and will not be recorded. All sessions will cover the same content - please only register for one session. These sessions are for iManage Customers only.
Who is this training for?
Project champions, sponsors, and iManage Administrators seeking to upskill in rollout of the iManage Next Generation Platform.
Each session is limited to 25 participants. Sessions are live only and will not be recorded.
How long will this take?
All sessions are 1 hour, inclusive of presentation, demo, and Q&A.
Course breakdown
Expand each section below for an explanation of contents
Introduction
A welcome to the 'Introducing the iManage Next Generation Platform' program, instructors, how the session will work, and resources available to you.
Section 1 - Getting Started
An overview of accessing the Next-gen iManage platform, as well as details on the interface and navigation.
Section 2 - Search
Learn how both unified and classic search work in the Next-gen iManage platform. This includes using natural language search and search within workspaces, folders, My Documents, and Recent Documents.
Section 3 - Cart
Overview of the Cart and how it can be used to carry out bulk actions including Preview of multiple documents.
Section 4 - Comparing and Summarizing
Explore comparing of documents, including versions of the same document and distinct documents. Save redline and change summaries back to the Next-gen iManage platform.
Section 5 - Playbooks
Understand Playbooks and how to create, run, and edit.
Section 6 - Video Streaming and Transcripts
Learn how video and audio are streamed in the Next-gen iManage platform, and how to work with generated transcripts.
Meet the instructors
Each session will be run by iManage specialists from the iManage Knowledge & Education team, supported by additional iManage subject matter experts from across the organization.
John Hogan
Senior Consultant - iManage Adoption Solutions
John has been a consultant for iManage since 2011. A trusted expert in adoption of iManage solutions, John is dedicated to enthusiastically assisting iManage users to enhance their professional workflows.
Phyllis Chow
Senior Consultant - iManage Adoption Solutions
Phyllis has been a consultant for iManage since 2012. A go-to specialist for driving adoption in the legal industry, she is passionate about helping iManage users improve how they work.