How do I add documents to iManage?

How do I add documents to iManage?

To upload files using the iManage menulet:

1. Select the iManage Agent. menulet on the Mac menu bar and select Upload Document.
2. Navigate to the desired file on your Mac device.
3. Select the document and select Open.
4. Navigate to the iManage Work folder where you want to save the document and then choose Select.

How do you save a document as saved?

Save to Different File Formats

1. Click the File tab.
2. Click the Save As.
3. Choose where you want to save your file.
4. (Optional) Enter a new file name.
5. Click the Save as type list arrow. The drop-down list displays the different types of files you can save the document as.
6. Select a file format.
7. Click Save.

How do I save iManage as a new version?

You can save your changes as a new version of the same document, while editing a document that already exists in iManage Work.

1. On the iManage tab, select Save as New Version. The New Version dialog box appears.
2. Select Save. A new version of the document is generated in iManage Work, and remains open for further editing.

Which of the 3 ways to save a document?

You can save the document in microsoft word in three ways:

1. You can save by clicking File on top left corner and then click save as.
2. You can also save by just pressing ctrl + S and then browse the location where you want to save .
3. Just press F12 and then browse the location where you want to save.

How do I view documents on iManage?

You can access your checked out documents by using the Checked Out Documents filter on the Documents tab. Alternatively, select the More information arrow on the iManage Work Agent, and then select the desired checked out document to open it in the relevant application.

How many ways you can save a document?

You can save the document in microsoft word in three ways: You can save by clicking File on top left corner and then click save as. After that browse the location where exactly you want to save in your computer. You can also save by just pressing ctrl + S and then browse the location where you want to save .

What’s the difference between Save As and save a copy?

Save A Copy: saves the document under a new name, but the original stays open for editing, not the new one. Save As: You save the document under a new name, and the new file stays open for editing.

How do I save a PDF to iManage?

Save as PDF

1. Select the iManage tab.
2. In the File group, on the iManage ribbon group, select Save as PDF.
3. Select the PDF options and select OK.
4. Navigate to the iManage folder where you want to save the PDF.
5. In the New Document Properties pane, enter the document properties and select Save.
6. The PDF document opens.

Why do we need to save a document?

To save a document: It’s important to save your document whenever you start a new project or make changes to an existing one. Saving early and often can prevent your work from being lost. You’ll also need to pay close attention to where you save the document so it will be easy to find later.

How to save emails in outlook into iManage worksite?

To save a copy of every email in your Outlook folder into iManage WorkSite to share with your team: R-click the Outlook folder and click Properties. Click the File To WorkSite tab. Select the File items in this folder to WorkSite button. Click the lookup button to find the Matter Workspace to file the emails.

How do I create a new document in iManage?

To create a new document in your application, select File/Save or File/Save As from the application’s menu bar. Fill out the New Profile Screen. If you need to look up the available valid entries for the field click on the […] button to the right of the field to display valid entries. Click OK and continue working on your document.

Is there a shortcut to save as in iManage?

On the iManage tab, select Save As. The iManage Save As dialog box appears. You can use keyboard shortcuts to navigate through the Save As dialog box. For a list of applicable keyboard shortcuts, see Appendix A: Navigation shortcuts.

Which is the best way to access iManage documents?

iManage provides access to documents 3 different ways: DeskSite, MailSite, and WorkSite Web: DeskSiteis a full-featured client application that integrates with other applications such as Microsoft Word and Excel