Enhance workflow efficiency by seamlessly transferring files between Athennian and iManage without ever leaving the platform.
Overview
The iManage integration enables direct upload and download of Documents between Athennian and iManage, keeping file management centralized and organized.
Availability: Customers with the Document Automation bundle add-on.
Export Documents to iManage
Navigate to the target Entity
Click the Documents tab
Select the checkbox beside the Document(s) to export
Click [Number] selected at the top of the Documents list
Select Export to iManage to open the iManage modal
Enter iManage credentials and click Sign In if prompted
Choose the destination Folder or Matters section in the iManage modal
Click New Folder in the Root Folder to create sub-folders if necessary
Click Select at the bottom of the screen to complete the export
A green pop-up message "Exporting to iManage was successful" will appear, confirming the export.
Import Documents from iManage
Navigate to the target Entity
Click the Documents tab
Select the + New button at the top right of the screen
Choose From iManage from the dropdown list to open the iManage modal
Enter iManage credentials and click Sign In if prompted
Locate the desired Folder or Matters section in the iManage modal
Select the checkbox beside the specific Documents to import
Click Select at the bottom right to complete the import
The selected documents will appear in the Documents list after successful import.