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How to use the iManage Integration

Main View 

Once you click Files, a menu opens with your Workstorm file repository at the top, followed by your integrated iManage repository. 

  1. Click iManage to access your iManage files and folders. 
  1. You will be prompted to enter your login credentials for your native iManage app. 
  1. Once you have logged in, your iManage files and folders will appear on the main view of the repository. 

Once you navigate to your desired file directory you will see two main sections: Folders and Files. You can also use the handy search bar at the top-middle of the screen to quickly find what you are looking for in that specific directory using keywords. To the right of the search bar, you can select your desired files layout: Column or Grid view.   

Folders 

In your system’s directory, you will see any folders you have previously created in iManage. Once you have accessed your desired folder you will see a list of your files.  

Note: To create new and nested folders, you must add them directly in your native iManage account.  

Files 

Select an existing folder and upload a file to that folder using the + Upload File button located on the right side of the screen. If you don’t see your file right away, click the Refresh Folder button in the top right of the files window. 

You can sort files Alphabetically or by Recently Modified with results in Ascending or Descending order, by changing the toggles at the top of the files section. 

Below these toggles, you will see file previews in your selected view. For each file use the ellipsis menu on the top right corner to View File Details, View and Download, or Share File

Clicking on your desired file opens a larger preview. Inside that preview, you have the option to View Full Size and Share File. File preview lists file details to the right side of the window. 

Updated on October 21, 2024