iManage is a document and email management software for legal, financial, and accounting professionals. It provides advanced features and an intuitive interface to securely organize, store, and collaborate on documents.
You can connect your iManage account to Draftable Pro, which will save comparison outputs into iManage.
In this article, the following information is provided:
- Connecting your iManage account to Draftable Pro
- Selecting a document from iManage to start a comparison
- Saving comparisons outputs to iManage
Connecting your iManage account to Draftable Pro
- Right-click the Draftable Desktop icon in your Windows toolbar, and select Settings. The Windows toolbar is located at the bottom-right of the screen.
- In settings, go to the Integrations tab, and under iManage click Login
- An iManage login window will appear. Follow the prompts to sign in to your iManage account
- Under iManage you can now see the status of your account as connected
Selecting a document from iManage to start a comparison
- In the New Comparison window, click From iManage
- An iManage window will open, which will allow you to navigate to your documents hosted within iManage.
- Navigate to your desired matter location to select your document by clicking select.
Note: Within iManage, you can also select specific document versions. To do this, click on the "i" located at the top right where it is highlighted in the image below.
Then you can click on versions, to select the specific version you wish to load into Draftable Pro - Once selected, this document will appear in the New Comparison window. You can repeat this process for the newer document
- Once both documents are selected, you can start your comparison by selecting compare
Saving comparisons outputs to iManage
- When running a new comparison, ensure the Redline option has been selected
- Once in the comparison is ready, you will see the comparison window appear
- You can select the save option on the right-hand side in the comparison window. From here you can choose to either select the PDF or Word with Track Changes options
- An iManage window will appear for you to select the save location. Use the location of your choice and save the export
- Once you have chosen the location, ensure you have specified the type and class of the output. Once ready, click save and your output will be saved to iManage