Please ensure that you have already configured the integration beforehand to use this feature. If you want to learn how to integrate iManage with Avvoka, you can refer to this article, please note you will have to reach out to your Avvoka contact so they can enable this integration option for your organisation.
What can you do with this integration?
Generate tailored documents on Avvoka and save them to your iManage instance as PDF or DOCX files (or both formats simultaneously)
Save new versions of the same document in iManage when there are changes implemented
Send documents from Avvoka to a specific SharePoint folder
Save all your documents in one place
Authorizing your iManage account
Once the integration is set up, users need to authorise their iManage accounts in their Settings (if users click their name a dropdown option will open allowing them to go into Settings). Once in Settings, they need to click “My details” scroll down to “iManage Settings” and click “Authorize”.
Exporting a document from Avvoka to iManage Work
The process to sync with iManage Work begins by filling out the questionnaire and creating a new document in Avvoka.
Once users have linked their Avvoka account with their iManage user account, and when they desire to synchronise the most recent version of their Avvoka document with their iManage work folder, they can navigate to the "My Documents" tab and click on the 3 dots at the end of the slected document, from the displayable menu they need to select the option "Export to iManage Work".
Subsequently, the user will be prompted to choose the destination folder in iManage where they wish to store their document generated in Avvoka, as well as specify whether they prefer to save it as a PDF, as a Microsoft Word (docx), or both formats at the same time.
After selecting the desired folder in iManage for saving, users should proceed to click "Export" to complete the process.
Users can then access their iManage work account to instantly view the saved document.
Saving new versions of a Document in iManage
If there are any alterations to questionnaire responses in Avvoka or if users wish to utilise Avvoka's collaboration and negotiation features within their document, they can seamlessly maintain a direct version history between the document in Avvoka and the one previously saved on iManage work.
To achieve this, users need to revisit the "My Documents" tab after making changes to their document. Then, they should select the "Export to iManage work" option, choose the same folder used previously, and proceed to click "Export", as long as the same folder is selected, new versions are going to save incrementally.
Upon accessing their document in iManage work, users will observe that the new version of the document has been successfully saved.
Mass send to iManage
Users could mass send, i.e., send multiple documents in one-go by selecting the documents they wish to mass send and then clicking on this cloud icon which when hovered over says "Export to iManage Work". They could also specify whether they would like to save it as a PDF document, a Microsoft Word (docx), or as both.
Users can also Select the Folder where they would like to export the documents to. Also, if they choose to send those documents again into the same folder, the documents would be saved as a recent version into the folder.
