Our iManage integration helps you seamlessly transfer documents between iManage and Legatics - all from Legatics. In this article, you'll learn about how it can be used to accelerate your transactions and create a seamless (and secure) document management experience.
👀 Read more to learn how it works or watch our video below
What makes the integration special
🤕 Working with file explorer can be painful. You've got to:
save versions from iManage to your computer
upload those versions manually to Legatics
This is work that's inefficient, somewhat insecure, prone to errors, and just waiting to be written off.
😀 With Legatics, and our integration, you can directly transfer documents between Legatics and iManage. Saving you time and keeping information security happy.
Seamless log in experience | The Legatics iManage integration seamlessly logs you into iManage via a pop-up window. 
Once you've logged into iManage, you are able to use the integration functionality (see features below) within the Legatics platform.  |
Upload from iManage
| From Legatics, you can upload iManage documents into your Legatics list.
This can be done from a number of places, including:
 Excel and Word table importer: When you're using our Excel importer or Word table importer   |
Save to iManage as a new document | If a document has been uploaded to Legatics, you can save it to iManage as a new version of an existing document or as an entirely new document
You can also save your zip downloads to iManage!
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iManage icon, IDs and links | If a version's been uploaded from iManage, or saved to iManage, then you'll see:
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Available on matters hosted by other customers | Your iManage integration can be used even on matters that you aren't hosted (provided the other customer is in the same instance as you). |
iManage in "view as" another participant | Using the "view as" another participant function in Legatics, you can confirm (assuming the participant wouldn't have permissions to access iManage) :
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If you have any further questions please get in touch with us at support@legatics.com.