You can now integrate iManage Work with Avvoka, enabling seamless storage of Avvoka documents directly into your iManage instance.
Note: Please ensure the integration is configured for your organisation before use. To enable this, contact your Avvoka representative. For setup guidance, refer to this article.
What can you do with this integration?
Generate tailored documents on Avvoka and save them to iManage as PDF, DOCX, or both formats
Send documents from Avvoka to a specific iManage folder
Automatically sync document drafts on iManage maintaining a version history
Save all your documents in one centralised location
Mass send multiple documents to iManage
Send all the documents in a pack to iManage with just one click
Authorising your iManage account
To begin using the integration, each user must authorise their iManage account. This will give users access to the matters and folders they can interact with in iManage directly from Avvoka.
To authorise your iManage account in Avvoka follow these steps:
Click your name on the top right in Avvoka to open the dropdown menu
Select ‘Settings’ under your account
Under ‘My Integrations’, scroll to iManage Settings
Click ‘Authorise’ to link your iManage account
Where to save from?
3 dot menu in Drive – 3-dot menu next to the document or a document pack object. Then, select ‘Manage sync’ > ‘Setup new iManage synchronisation’.
This will open the Synchronise Document in your iManage account setup window.
Drive dashboard – select multiple documents for mass export. You can also select a document pack object by ticking the box next to it (this will send the entire pack to iManage).
Within a document – after completing the questionnaire, you will find the icon in the top bar of your document.
Please note that as long as the same folder is selected or if automatic sync is activated, new versions are going to save incrementally in iManage.
Synchronising documents with iManage
Once your accounts are linked, you can sync documents on Avvoka with iManage. Use one of the options listed above, click the icon or ‘Manage sync’ > ‘Setup new iManage synchronisation’.
This will open the Synchronise Document in your iManage account setup window. Here you can select your relevant iManage matters and folders.
Within the synchronisation window, you will be prompted to:
1. Select a Destination Folder
Use the search bar or browse through your iManage libraries to select where the document should be saved.
2. Include Following Formats
Choose which file formats to save:
Microsoft Word document (.docx)
PDF document (.pdf)
Document activity log (.txt)
NOTE: If you are synchronising a document pack and some of the documents have PDF automation (where docx download is restricted) the PDF will be sent in these cases if you select the Microsoft Word document (.docx) option.
3. Include Existing Versions of the Document
When setting up the sync, you can optionally decide whether to include previous versions:
Include all minor versions
Include all major versions
Include current version
4. Automatically Update iManage Libraries with New Versions
You can also enable automatic updates when new versions are created in Avvoka, New versions will not saved as new documents, but they will be saved as new versions in iManage incrementally, avoiding duplication of files and showing an audit trail.
When you are saving a document or pack to iManage you will be prompted to:
Automatically save all minor versions (they can be saved using the "floppy disk" icon at any point in documents):
Automatically save all major versions (e.g: a major version is automatically created when the document is sent to a counterparty).
Automatically save the executed version (final signed version).
Version saving can also be triggered to happen automatically at a template level using workflows (e.g: you could automatically save version every time the questionnaire is submitted or when an approval is granted).
5. After configuring the options according to your needs, click ‘Save’ to activate the synchronisation.
Once set, any changes made to the document (depending on your chosen options) will be automatically or manually pushed to iManage without needing to repeat this setup process.
Your document will be available instantly in your iManage Work account.
View list of synced documents
View and search through documents that are being synced. You will see relevant information like the status, the triggers and format selected.
You can also update the synchronisation, retry it or cancel it if desired.