You can find the Save As function on the File menu as well as the iManage tab. Save As enables you to save your existing document as a new document to iManage Work. Show
NOTE: You can use Save As while working offline. The Save As [Offline] dialog box displays only containers used in the past 30 days. You can enter document details and select Save. The file is saved to your local disk. You are prompted to upload the file to the server when you next sign in. To know more about uploading offline documents, see Viewing and uploading offline documents. Using the iManage tabOn the iManage tab, select Save As. The iManage Save As dialog box appears. NOTE: You can use keyboard shortcuts to navigate through the Save As dialog box. For a list of applicable keyboard shortcuts, see Appendix A: Navigation shortcuts. You can perform the following tasks using the Save As dialog box: Searching for foldersThe Open dialog box displays a list of recent matters by default. You can change this to a list of Recent Clients or Recent Folders by selecting from the panel on the left. Use the navigation buttons to go back , forward , or up one container level . Use the search box to search for a specific location where you want to save your document to (for example, a workSpace or a folder).For more information about using the search box, see Using the search box. Creating a new folderTo create a new folder for saving the document:
Filtering search resultsThe Filters function enables you to sort search results. The filters vary depending on the search criteria. To apply filters to the search results:
NOTE: Certain filter categories, such as Date, allow only one criteria to be selected at a time. For more information on filter criteria, see Filtering content. Displaying the documents in a folderBy default, the Save As dialog box displays only containers. To view the documents within a container, select .Saving a DocumentAfter navigating to the desired container, save your document by entering or editing the name of the document in the Description field in the Properties panel displayed on the right. The Properties panel also enables you to change other metadata and security, such as:
The Show More button enables you to view and modify additional document properties such as Client and Matter number, and so on. You can also modify the Security (see Modifying security). Using the Backstage viewThe iManage tab in t he Microsoft Office Backstage view enables you to view, open, and manage all your iManage documents, and to save new documents to the desired iManage location . The iManage containers are sorted per different groups based on your recent activity, and you can select any item in the lists for quick access to the desired document. For example, the Offline option under Documents and Matters enables you to view and open the documents and matters that you recently accessed in offline mode. NOTE: The Local Save As button that is available in the Backstage view (Save As > iManage) when DeskSite or FileSite is installed is not available with iManage Work Desktop for Windows. With the DeskSite or FileSite integration, iManage files could not be checked in when users saved them to a local directory. But with iManage Work Desktop for Windows, files are monitored before and after they are saved. If files are saved locally, they are checked into iManage in the background. So, the Local Open or Local Save As buttons are not required in iManage Work Desktop for Windows.
Alternatively, you can use the Save option in the main File menu in Office. This also displays the iManage Save As dialog box when saving a new document for the first time. If you edit an existing document within iManage Work, selecting the Office File > Save option saves your changes locally. After closing the document, you are prompted whether you want to save the document or discard your changes. If you select Yes, changes are saved to iManage Work and the existing version is replaced. Which keyboard shortcut displays the print options in the backstage view for all office applications?On the Print tab, you can select a printer, set the page orientation and size, and print a hard copy of the file. In the Backstage view, to open the Print tab, press Alt+P.
How can you display the open backstage area?This bar, located toward the bottom of the screen, displays the number of pages and words, view buttons, and the Zoom slider bar. Click this tab to display the backstage area. This area is located toward the top of the screen and contains tabs with options and buttons divided into groups.
Which keyboard shortcut can you use to create a new blank document?Tip: To quickly create a new blank file or email, press Ctrl+N.
Which of the following options would you use when saving a document?The correct answer is Save As. Save and Save As are the two options for saving a file in Word.
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