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How to automatically open comparison files saved to iManage

  • Updated

This article provides a guide for iManage users to configure Draftable to automatically open comparison output files saved to iManage. These settings are designed for users who prefer to work on comparison documents within iManage. 

 

Configure setting to automatically open file in iManage after saving

  1. Open the Draftable New Comparison Window and open the Settings menu



  2. In Settings, go to Integrations and under the iManage section, click on the checkbox labelled Automatically open uploaded document using system browser
  3. Select Done

Run your comparison

  1. Load your input files from iManage via one of the following (links will provide you with detailed guides)...
    a) The iManage option in the New Comparison Window,



    b) Using the Draftable commands within iManage, or



    c) Dragging and dropping from iManage



  2. Once your input files are loaded into the New Comparison Window, select the Comparison Type you want and hit Compare.


Saving comparison files to automatically open in iManage

If you select Tracked Changes in Word you will have the option to save directly to iManage as a new file, a new related file or new version by selecting the down arrow on the right side of the Save option

If you select Redline in Draftable or Side by Side, your comparison will open in the Draftable Viewer. In this example, we will show the workflow with a Redline in Draftable but the approach is the same for Side by Side. 

  1. In the Draftable Viewer, select the Save to DMS icon n the Ribbon at the viewer.



  2. In the Save to DMS menu, select either Save to iManage (as new file) or Save to iManage (as new version) or Save to iManage (as new related file)
  3. After selecting how you want to save the comparison, you can then go ahead and pick which format and type of comparison you would like to save, so either the Redline, Changed Pages Only, Tracked Changes or Changes Report.



  4. Follow the steps within the iManage window to save your file.

    Save to iManage as new version - iManage ui.png

  5. Once you hit Save, your default web browser will automatically open to display the document in iManage .

Doc opened in iManage.png

If you have any issues with this process or otherwise need assistance, please reach out to our support team at support@draftable.com

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