iWorkplace Flexi Viewer

Smart Folders

Case file management made easy

iWorkPlace Smart Folders simplifies case file management, by making it easy for teams to create and maintain their cases, without having to have administrator rights. Completed cases are automatically moved to remove clutter, and Flexi Viewer search and browse gives instant access across cases as needed. You can:


	Create Folders	Automatically create a new folder in a document library for a case file (or project/matter) by adding a new item to a case file list.

	Manage Permissions	Add the contributors and approvers to the list and have these permissions applied to the folder.

	Apply default metadata	Apply default metadata to documents stored in the new folder based on values added to the list. If documents are moved between folders Smart Folders ensures that default metadata is updated.

	Manage completed items	When the status is changed in the case file list the folder is moved to another library with the name of the status.

The iWorkplace Difference

Simplifies design and improves usability by letting information be managed independently of where it needs to be used

Proven. Developed for real world design situations with many deployments

Avoid software development or clunky workarounds (like content query) with this elegant solution

Works standalone or with our PRA compliance base

Whitepaper and demo?

Contact_Kaye to get your copy or arrange a demo at your office, or via Lync.

Governance dilemma solved

It is not ideal to give local teams administrator rights to sites or libraries, as it is likely that changes will be made that break the overall design, good findability and consistency.

Yet, with case files, new cases with their own security and permissions have to be configured frequently. Does the IT team want to have to do this for the whole organisation, or do we give users the rights, and hope SharePoint doesn't go feral?

Smart Folders gives you a win-win: it avoids having to give a local team administrator rights to a site, while at the same time giving them control over who can access, update, create and close case files and content.