Viewing filing details

  1. Select a filed email in Microsoft Outlook.

  2. On the Home tab, in the iManage Work group, select Filing Details. The Filing Details pane appears in the right side of the Microsoft Outlook window displaying the filing information and document properties. For more information, see Editing filing details.

You can move, resize, or close the Filing Details pane using the Move, Size, and Close options that can be accessed by selecting the Task Pane Optionsimages/download/thumbnails/76844003/TaskPaneOptions.png drop-down arrow. Alternatively, select the Closeimages/download/thumbnails/76844003/CloseTaskPane.png button on the right of the pane to close it. You can also detach the pane from your Outlook window, and move it to a second monitor by selecting the pane and dragging it to the desired position.

NOTE:

The cursor changes toimages/download/thumbnails/76844003/MovePane.png when you select Move indicating that you can drag the pane to any of the four corners of the screen.

See the following animation for more information about the Filing Details pane.

images/download/attachments/76844003/08_Viewing_Filing_Details.gif