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iManage Connector⚡Component

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The connector allows users to access their iManage workspaces, folders and documents directly inside their Salesforce instance. Users can create files/folders, view folders/sub-folders, and edit files from the context of the records they are viewing.

What functionality does this module serve?

  • The component auto detects and maps itself to a workspace on the iManage work server based on the configuration available for the object. Every record can be associated to one or more workspace(s) in iManage Work.

  • Files can be uploaded to your iManage workspace folders via drag-n-drop or from a file selection dialog.

  • The list of files and folders is displayed to the user for easier operation. Users can drill down into folders with a simple click.

  • A new tab/folder or a set of folders can be created using the workspace templates from within the component interface.

  • Preview your documents or open your workspace/folders directly in iManage.

  • Seamlessly check a document out and back in with iManage Work for desktop. A document can be checked out by simply double-clicking on it.  The document will open in a local client application where changes can be made and then saved to iManage with auto check-in.

  • Users can follow workspaces for tracking and getting notified of changes such as new document added or updated within those workspaces.

Connector Component Breakdown

With v1.15 onwards, all of the iManage lightning components support standard navigation with workspaces and folders. Certain functions within component will be adjusted automatically for the users when Standard Navigation is enabled for browsing workspaces and folders. For more details, follow this link.

  1. Displays the logged-in user's basic information such as name and email.

  2. Workspace follow/unfollow toggle for receiving notification updates. This toggle is visible when notifications have been enabled within iManage Notifications. Follow this link for more details.

  3. An action button for the user to log out.

  4. Workspace action menu containing various actions available within your connected workspace.
    1. Create a Folder - Create a new folder within your currently displayed workspace or subfolder.
    2. Create a Tab - Create new tab within your currently displayed workspace. This action is available only inside a workspace but not a folder.
    3. Create Folders From Template - To create a collection of a predefined set of folders within your currently displayed folder or workspace.
    4. Add to My Favorites - To add the current workspace to your My Favorites list. Users can optionally put the favorite shortcut within specified Categories using this action.

  5. A basic breadcrumb informational bar, to display the current folder path from your base workspace.  Each folder can be selected to jump directly into. Clicking the folder icon in the breadcrumb will take the user to iManage Work.

  6. A user can select a file to upload or drag-n-drop a file into the current folder.

  7. A list of files and folders from your connected iManage Workspace.

  8. An action menu to sort the list of files or folders.

  9. A row action menu containing various action items available on files and folders displaying within the component.
  1. Open - Open a document on your local work machine in respective client application.
  2. Preview - Go to the preview of the document directly in iManage.
  3. Download - Download the document.
  4. Upload New Version - Upload a new version of the document.
  5. Checkout - Checkout the document and edit it in respective client application on your work machine. The checked out document is not available for anyone else for editing during this time.
  6. Checkin - Checkin a document.
  7. Unlock - Override a checkout lock from another user.
  8. Add to My Favorites - To add the workspace, document or folder to your My Favorites list. Users can optionally put the favorite shortcut within specified Categories using this action.
  9. Version History - View the version history for the document.
  10. Timeline - View the timeline of actions undertaken for the document.
  11. Properties - View the properties of the document.
Next Article iManage Document Link⚡Component

iManage

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Configuration & Automation (iM) 11
Getting Started (iM) 10
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