MacroAgility Systems Inc

How iManage Integrates with Legal Project Management Tools

Date: | Author: Daniel Booter

Why Document Management and Project Management Don’t Naturally Talk to Each Other iManage Work manages your documents and emails. Legal project management (LPM) platforms manage matter budgets, tasks, and timelines. Used separately, the two systems duplicate work: a matter gets set up in iManage, then set up again in the LPM tool, and from then …

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MacroAgility Systems Inc

iManage Collaboration Links: Secure External Document Sharing

Date: | Author: Daniel Booter

What Collaboration Links Are Collaboration Links let you share an iManage document with someone outside your firm — opposing counsel, a client, a co-counsel firm — without emailing an attachment. Instead of sending a copy of the file, you send a secure link that points back to the live document in iManage, under permissions you …

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MacroAgility Systems Inc

iManage Trash: How to Recover or Permanently Delete Documents

Date: | Author: Daniel Booter

How Trash Works in iManage Work When a document or folder is deleted in iManage Work, it isn’t immediately gone. It moves to Trash, where it stays recoverable for a retention period your firm’s administrator sets (commonly 30 days, though this varies by firm). Only after that window closes — or if an admin empties …

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MacroAgility Systems Inc

How to Version Up a Document in iManage Work

Date: | Author: Daniel Booter

What “Versioning Up” Means in iManage In iManage Work, every document keeps a full history of its versions. When you make a change and want it recorded as an official new version — rather than just an autosave of your working copy — you “version up” the document. This gives the document a new version …

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