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Using iManage and NetDocuments in Signing

Learn how to add documents from your document management system, upload signed pages from it, and save documents back.

Prerequisites: Your organisation has connected iManage or NetDocuments. The options in this article only appear when a document management system is configured. To set one up, see Integrate with iManage or Integrate with NetDocuments.

Wherever you would upload from your computer or download to it, Signing also offers iManage and NetDocuments.

Add documents

  1. In the Signing menu, click Documents, then Add.

  2. Choose iManage or NetDocuments.

  3. Select your documents and upload them.

[Screenshot: The Add documents source options, showing iManage and NetDocuments.]

Upload a new version

In the Documents list, click More actions on a document and choose Upload new version from, then choose your document management system.

Save documents back

  • One document: click More actions, then Save current version, and choose your document management system.

  • Several documents: select them and click Export. Save the zip file to your document management system.

Upload signed pages

You can also upload signed pages from your document management system when you match them. See Matching signed pages and reviewing returned packs.

See where a document came from

The Source column in the Documents list shows where a document came from. The Locations section on the document's Details tab shows where it lives in your document management system.

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