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Newbie Question

GlenW

Please excuse the my ignorance regarding some of the basic aspects of iManage. I am extremely new to it and have had no training.

Questions:

1. I understand the difference between a document and a document shortcut. I know you can place a shortcut in a folder (or other containers as well). Can you actually "place" a document in a folder? If so, what are the ramifications of either method?

2. Is the profile information for a document separate from the profile information for the doc shortcut?

3. When I create a shortcut in a folder, does it automatically take the default folder profile information for itself or do I need to do ReFile or something similar?

Sincerely,
Glen Wolinsky

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Migrateduser

Hello Glen--

On your first question, I think you may want to import a new file to a specific folder or move a file to a specific folder.

On your second question, I don't think a profile is different btw. a doc and doc shortcut--the shortcut is essentially a pointer to the doc itself.

On your third question, yes--again, the shortcut points back to the doc.

Hope that helps!

Cheers!
--p

Paula DiTallo - Middleware Architect/ .NET Developer
plditallo@metro-design-dev.com

adale

> 1. I understand the difference between a document and a document shortcut.
> I know you can place a shortcut in a folder (or other containers as well). Can
> you actually "place" a document in a folder? If so, what are the ramifications of
> either method?

There are three things here.

1. A profile. This is a set of information about a document. It exists in a "flat space" on the database; that is, it has no location in a hierarchy by default.
2. A folder link. This is adding a document to a folder. It's like a "hard link" in UNIX, or putting a document into a folder on Windows.
3. A document shortcut. This is another kind of link in a folder. It's like a "symbolic link" in UNIX, or a shortcut in Windows.

A profile has profile information. A folder has profile information. Neither folder links nor document shortcuts have profile information.

Neither adding a folder link or a document shortcut will inherently (depending on the client) change the profile information of the profile being pointed to. (Again, I might be wrong here with certain clients.)

Doing a refile *will* take the folder's profile information and override the values of the profile.

> 2. Is the profile information for a document separate from the profile information
> for the doc shortcut?

Again, there is no profile information for a document shortcut. It's only a link.

> 3. When I create a shortcut in a folder, does it automatically take the default folder
> profile information for itself or do I need to do ReFile or something similar?

I believe you need to refile.

--Aaron