All integrationsDocuments

iManage Work

File, find and manage legal documents in iManage Work: search and upload documents, add versions, check them out, read their history, organise matter workspaces and folders, and start workflows when a document is filed, changed or checked out.

actions
25
triggers
5

Triggers

Start a workflow when something happens in iManage Work.

  • New document in folderRuns for each new document in folder in iManage Work. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • Document in folder changedRuns each time a document in a folder is edited, profiled or given a new version in iManage Work. Changes made before the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New folder in workspaceRuns for each new folder in workspace in iManage Work. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • New subfolderRuns for each new subfolder in iManage Work. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
  • Document checked outRuns each time a document in a library is checked out in iManage Work, and again if it is checked out again later. Ones checked out before the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.

Actions

Steps a workflow can run in iManage Work.

  • List librariesList the iManage libraries (databases) the user can open.
  • List usersList the users of a library, with their user IDs and email addresses.
  • Search documentsFind documents in a library by name, document number, client or matter. Give at least one.
  • Get documentGet a document's profile: name, number, version, class, author, client, matter and dates.
  • Update document profileChange a document's name, comments, class, author, client or matter. Fields left empty keep their values.
  • Upload documentFile a new document into a folder, with its profile. Give a file, or text to store as a text file.
  • Add document versionAdd a new version of a document with a new file. Give a file, or text to store as a text file.
  • Download documentGet a document's file, for later steps to attach, read or send.
  • Delete documentDelete a document version from iManage. The user needs rights to delete it.
  • Check out documentCheck a document out to the user, so nobody else changes it until it is released.
  • Release document check-outTake the check-out lock off a document, keeping the file it has, so others can change it again.
  • List document versionsList the versions of a document the user can see, with each one's profile.
  • Get document historyGet a document's history: who opened, changed, printed or moved it, and when.
  • List checked-out documentsList the documents checked out in a library.
  • List folder documentsList the documents in a folder.
  • List subfoldersList the folders inside a folder.
  • Create subfolderAdd a folder inside a folder.
  • Update folderRename a folder or change its description.
  • Search workspacesFind workspaces in a library by name, client or matter, or list them all.
  • Get workspaceGet a workspace's profile: name, description, client, matter and owner.
  • Create workspaceCreate a workspace in a library, such as one for a new matter.
  • Update workspaceChange a workspace's name, description, client, matter or owner. Fields left empty keep their values.
  • Delete workspaceDelete a workspace and its folders. The user needs rights to delete it.
  • List workspace foldersList the folders at the top of a workspace.
  • Create workspace folderAdd a folder at the top of a workspace.

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