You can integrate your iManage document management system with your Office & Dragons account. This integration allows you to instantly access and upload your files from iManage into Office & Dragons and seamlessly sync new document versions between the two platforms.
Importing Files
You can import iManage files, from the new matter wizard by clicking Import from iManage. This will open the iManage dialog, when you select a file you will see File imported at the bottom of the screen, this means that the iManage file has been imported to your matter wizard. You can also upload iManage files from the file manager by selecting Add new and then iManage upload.
Import Folders
To import folders from iManage from the new matter wizard, start by clicking "Import from iManage," then select "Upload Folders." Click into the desired folder in iManage, and then confirm your choice by clicking "Select." Wait for the files to import, and once the process is complete, click "Done" to finalize the import.
Sync new versions
You can also easily sync new versions of documents between Office & Dragons and iManage, to ensure your files on both platforms are always up to date. To push the latest versions of all files to iManage select Push latest iManage files, this automatically updates the file version in iManage. Additionally to pull the latest versions of files from iManage select Pull latest iManage files.
Uploading new documents to iManage
You can also easily upload new documents created in Office & Dragons to iManage.
Select the documents you wish to upload.
Click the three-dot menu for each document and choose 'Upload to iManage.'
In the pop-up window, navigate to the desired folder where you want to store the documents.
Once you are in the correct folder, click 'Select' located at the bottom right corner of the window to complete the upload process."
Forbidden characters in filenames
Filenames cannot contain the following characters: / \ ? % * : | ” > <. If any of these characters are present in your iManage filename and you import the file into Office & Dragons, they will be displayed as underscores. For instance, "Project Smaug / [Company Name] / Shareholder Resolution" would appear as "Project Smaug _ [Company Name]_ Shareholder Resolution." If you send the file back to iManage from Office & Dragons, these underscores will remain.