Upload a folder to a matter from iManage: While creating a new matter, verify you can upload a folder from iManage.
Upload a folder via File Manager from iManage: Within the File Manager, ensure a folder can be uploaded from iManage.
Upload documents to a matter from iManage: While creating a new matter, verify you can upload a document from iManage.
Upload documents via File Manager from iManage: Within the File Manager, ensure a document can be uploaded from iManage.
Pull all latest iManage files:
In iManage create new versions of the files you imported in steps 3 and 4.
Navigate to the File Manager and click "Add New".
Choose "Pull all latest iManage files" and confirm the latest versions are retrieved.
Pull latest iManage files individually:
In iManage create a new version of a file you imported in steps 3 and 4.
Click a three-dot menu on a specific file.
Select "Pull latest iManage file" and verify the latest version is pulled.
Push latest iManage file individually:
Upload documents from iManage, create a Find & Replace workflow, and save the changes to documents.
For a newly saved document, click on its three-dot menu.
Choose "Push latest iManage files" and confirm the document is pushed to iManage.
Push all latest files to iManage:
In the File Manager, click "Add New".
Choose "Push all latest iManage files" and confirm all recent files are updated in iManage.
If you are unable to complete any of these tests, please reach out to our support team. You can access the chat by clicking on the ? button within the application or send an email to [email protected].