Application Workflow and Usage

Opening PowerDesktop

1. From the Start menu, open All Programs → Litera and select Litera PowerDesktop.

2. If the application is already open, click the PowerDesktop icon in the system tray on the right.

Open

PowerDesktop Workflow

PowerDesktop’s workflow typically begins at the main Dashboard, where users can monitor pending and finished jobs, set up new connections, or export a bunch of PST messages. From the Dashboard, users can also launch the Work Explorer to do searches, imports, and exports of documents and folders between their local system and connected DMSs.

1. Download and Install PowerDesktop

2. Run PowerDesktop and activate it.

3. Create a DMS Connection

4. Create an import or export job

5. Admin users can use CAM to manage users, roles, groups, and computers, and provide those with (or remove their) access to PowerDesktop. This is an optional feature. If the firm does not use CAM, this functionality can be ignored. Click to learn more about Account Management in CAM.

6. Refer to the Appendix to learn more about:

   • Installing PowerDesktop and the corresponding Work client commands from the command line by running the Windows Installer

   • PowerDesktop’s trial mode

   • Enabling support for long file paths in Windows 10

   • Profile Attribute IDs

7. Getting Help

   1. FAQs

   2. Error and Troubleshooting