Upload Documents from iManage

Teams using iManage Work 10 on iManage Cloud can directly upload native data files from iManage using Everlaw’s iManage Connector. This allows you to bypass the time-consuming process of manually downloading and uploading files.

The Connector also automatically copies all iManage metadata for uploaded files and folders to Everlaw as raw metadata fields.

In this article, we’ll cover:

• How to enable Everlaw’s iManage Connector from iManage
• How to use it to upload your native data.

Requirements

To enable the Connector: Everlaw’s iManage Connector must be added to your iManage tenant. This action requires an iManage Admin assigned to a Global Management role (for App Management privileges) to enable the application on iManage.

To upload documents to Everlaw:

• You must have Database Upload permissions in Everlaw
• You need your own iManage account
• The Everlaw iManage Connector must be added to your iManage tenant by an iManage admin

File types and limits

All Everlaw-supported file types can be uploaded from iManage. You cannot select more than 50 loose files or folders from iManage at a time. To select a large number of files, first add them to a folder in iManage. Only files and folders can be selected. Other containers (workspaces, matters, and tabs) cannot be selected. 

Only the most recent version of a document is exported. The version number is one of the metadata values saved in Everlaw. The version history is not exported.

The iManage connector is primarily designed for importing native data to Everlaw. Processed data, such as a document production, should be downloaded from iManage and uploaded to Everlaw through our processed data uploader.

Add Everlaw’s iManage Connector

Required Permissions: iManage Admin assigned to a Global Management role (for App Management privileges)

Before your team can upload data from iManage, an iManage admin must go to the iManage Control Center and add the “Everlaw - iManage Connector” to your iManage tenant. For instructions on how to do this, visit iManage’s documentation on how to add an application.

Data privacy and permissions 

Once the connector is enabled, users with Everlaw Database Upload permissions can select the iManage Connector from Everlaw’s Native Uploads page in any of their projects and log into their iManage account. When they do this, they are accessing the files and folders that are available to their individual account. Their access is controlled by your iManage admin, who may have settings in place that restrict which files individual users can view or download. Users can only select files from workspaces and libraries that are visible to them at the user level.

Upload data from iManage

Requirements: You must have Database Upload permissions in Everlaw, your own iManage account, and the connector application must be added to your iManage tenant.

To upload data from iManage:

1. In Everlaw, go to Data Transfer > Uploads.
   This opens the New Upload page.
2. Select Native. Then select Start upload to continue.
3. Under Select files from cloud storage, select iManage Cloud.
   
   This opens a dialog for you to log into your iManage account.
4. Log into your iManage account.

5. Once logged in, iManage’s File Picker appears. Here you can search, filter, and select your iManage folders and documents.

   Note

   Only files and folders can be selected. Other containers (workspaces, matters, and tabs) cannot be selected. To select all contents of a container, open the container and select its contents. Keep in mind, however, that you cannot select more than 50 loose files or folders.

6. Select the files and/or folders you want to upload.
   Once you do this, you are redirected back to Everlaw’s Native Data Uploader.
   
7. Continue with your upload as you would any other native data. For more detailed instructions about using the Native Data Uploader, visit Upload Native Data to Everlaw.

After completing all the steps, your upload begins and appears on the Native Data page with its Upload details dialog open.

Users can view the transferred metadata in the document review window. 

Frequently asked questions

After selecting iManage Cloud on Everlaw’s Native Uploads page and logging into iManage, I receive an “authorization error.” What could be the issue?

If you are receiving an “authorization error,” you should first confirm with your iManage Admin that the “Everlaw - iManage Connector” application has been added to your iManage tenant and is enabled. For more information, visit this article’s section about adding the Everlaw’s iManage Connector to iManage.

If the application has been added and you try again but you are still getting an “authorization error”, please contact Everlaw Support.

How can I make iManage metadata associated with uploaded files searchable?

Please contact Everlaw Support for assistance. Our team can individually map the raw metadata fields so they are visible and searchable in Everlaw.