iManage Work

iManage is a DMS that helps users manage their documents more efficiently. The software also connects with to other user programl, facilitating cross-platform work and standardized data exchange. This config set enables effective use of Vertec in combination with iManage.

This application is an additional feature. You can find the corresponding config set here.

To edit and access, the users must be assigned to the administrators user groups.

Application

Register app

• On-Premise installation: If you have Vertec installed on your operational server, you can independently upload your Vertec as a package in the configurator of iManage. You can find the described instructions here.
• Cloud Suite: Users with a Vertec Cloud Suite have their Vertec validated and receive the app registration data. You can find the described instructions here.

Set up in Vertec

Once you have registered your Vertec in iManage and imported the config set, the credentials must first be entered in the system settings under CRM / Activities. This will initialize the exchange with iManage.

iManage app type

• Open in browser: The document opens directly in the web application.
• Open in app: The document opens in the iManage Work Desktop App if it is installed.
• Direct download: The document is downloaded without reopening the web application, but authentication in iManage is initially required.

Note: This setting only affects the document opening. Creating the workspace or opening folders and documents is done only through the web application.

iManage workspace creation type

Note: In iManage, a workspace represents a project/case in Vertec. The created workspace appears in the lists of matter, documents, or folders. The workspace and the matter apply the same name as the project/case.

Reload extension

If changes are made in the system settings, the extension should be reloaded each time to ensure that the changes are applied safely. To do so, go to settings > interfaces > extension and click on iManage DMS Schnittstelle. On the first page extension, click on Reload:

Navigation

After importing the config set, the iManage DMS folder is created under settings > interfaces with the following subfolders:

Update workspaces

Before updating the projects/cases in iManage, it is important to create a final folder structure in the workspace templates. It is therefore important, as the folder structure cannot be modified once updated (folders can still be added manually in iManage). For a consistent workflow, you can set the document path for the objects (activity & invoice) to be updated in iManage via the class settings.

For this reason, no ready-made folder structure is included in the config set, because every company should be able to create an individual and business-related structure.

Example of a folder structure in Vertec:

Once the workspace templates have been created, the projects/cases can be assigned to them. If you click on a project > further information, the previously created workspace templates can be selected. In addition, the rights can be assigned and the project is then linked to one of the subfolders of iManage workspace rights.

By right-clicking on the project/case or using the actions menu, you select Update in DMS . After the successful update, the message Workspace initially created appears and then the iManage ID is entered on both the further information page and the workspace mapping list.

View of the folder structure in iManage:

Open documents

Documents such as invoices or files stored in activities can be opened directly as long as a folder is specified in the document path. It is not possible to open a document in iManage without a folder. Invoices are created via print button and stored in iManage according to the document path.

For an activity, the document is uploaded first and then you click on the arrow to open the document. In both cases, the workspace is automatically co-created and the document is saved in the subfolder.

The image shows, how a document stored in an activity is updated in iManage:

Download

Before importing the config set, we recommend you read the article Key information about the additional features. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process is described in config sets.

You can download the additional feature with the following link: