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Save versions to iManage

Saving a file to iManage from Legatics

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Written by Legatics Support
Updated over 2 months ago

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Save a file to iManage as a new version

💡Once you've saved a document to iManage from Legatics, Legatics remembers where you've saved it and you can quickly save new versions in iManage.

You can directly save your documents to iManage from Legatics by:

  • Selecting the "three dots" beside the document

  • Selecting "Save version to iManage"

You can save new versions of files to your iManage via our sidebar too.

💡The iManage logo is a good indicator to identify if a file hasn't been uploaded from iManage (e.g. a client uploaded it) or hasn't been saved to iManage


Save a file to iManage as a new document

You can directly save your files to iManage as a new document from Legatics by:

  • Selecting the file you would like to upload from your list

  • Click "Add or drag file"

  • Select "iManage"

  • Then choose "iManage" again

  • Indicate where in iManage you want to save it

💡You can rename the document, browse your folders, even create new ones here in iManage - all from within Legatics

You can save your file as a new document to your iManage via our sidebar


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If you have any further questions please get in touch with us at support@legatics.com.

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