Work 10 Checklist 10.3.3

Outlook					status	comments
Authentication
	Kerebros
	Explicit/Network
	SAML
File						When choosing to file a email this is refering to the Select Filing Location UI
	Within File keyword search for workspaces
	Search by client/matter
	Browse
		Create Folder				Specify email folder and or not. Try different meta data combonation
		Select folder and file email
	Mark email for deletion after filing
	Mark email as private when filing
	Mark email for printing before filing
	File to multiple locations					Ensure Filed By, To, CC, and all other included data is correct on the work server
	File to single location					Ensure Filed By, To, CC, and all other included data is correct on the work server
		File email containing unicode
		File email and conversation history included
Save Attachments
	If email doesn’t have attachments no drop down provided
	If email has attachments
		Save individual document as new document or new version
		Save All attachments as new document
iManage Work Panel
	Open Work Panel
	Try different Navigation bar options
	Test search combinations
	Reply, Reply All, and Forward a email					This should open a email for you to send within outlook
	Undock Work Panel
Filing Details
	Select a email
		If email has been filed
			Document details should populate view
			Change document details (Security and Metadata)
			Modify filing information
		If email has not been filed details will not be available
New email
	File new email to folder
	Within File UI search for filing location by client/matter
	Insert iManage Attachment (1 and Multiple)
EM Tool bar
	Search For filling location
		Change search language
		Quick File to location
	Mark email for deletion after filing
	Mark email as private when filing
	Mark email for printing before filing
	Browse and file
	Save Attachments
More
	Toggle iManage View
	Show/Hide EM Toolbar
	Help					Has correct Work for Desktop version as well as correct information on connected servers

Office Integration: Word, Excel, PowerPoint							status	comments
Authentication
	Explicit/Network through web panel
	Kerebros
	SAML with SAML UI prompt
File
	Create new file and Save as							Try different metadata combinations and with unicode metadata
	Open Files related to office application
			Save as
		Save as new version
			Save and Sync
		Save File as PDF
	Open WorkWeb Panel
		Test different filter options
		Create new folders
		Search combinations
					Document Search
					Workspace Search
					Folder search
		Edit document profiles
	View Offline Files							Edit iManage files offline and exit without saving to populate this section
		Upload all offline files
		Upload individual file
Co-Authoring
	Invite people to co-author
	Unlock document							Ensure document unlocked for other users and this should end coauthoring session
	Sync							Syncs the current local document with other users
	Finish							Finish co-authoring document can only be done by user who started co-authoring session and all other users with file open must close it or popup error will notify user they cannot finish the coauthoring session
		Replace original, new version, or new document
	Revision History
		View changes made
			Delete					Select and delete revision of a document
	Co-Authored Documents							Opens UI containg files that are coauthored and allows similar operations
			Open					Open the file on its related application
		Invite, Sync, Finish						This is the same use case as the Co-Authoring options available in the imanage add-on
Share
	Send link to document with email
	Generate link to document
Insert
	Insert hyperlink
		Insert hyperlink of latest version of document & by specified version
	Insert text from File							Available only on Word
		Only works on documents with corresponding doc type (default filter)
	Insert Picture							Available only on Word
	Insert Footer							Available only on Word
Compare								Available only on Word & PowerPoint
	Compare Documents & Combine Documents
		Change Comparison Settings
		Change show changes at settings
		Change show changes in settings
Properties
	View Document timeline
		Activities, Users, Lists, Versions
	View Document properties
		Edit ACLs and document profile
	View Document versions
		Test all Kebab menu options
Help
	View help UI
	View About UI							Has correct Work for Desktop version as well as correct information on connected servers