Versions Compared

Old Version 12

changes.mady.by.user Eric Schullek (Unlicensed)

Saved on

compared with

New Version 13

changes.mady.by.user Eric Schullek (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

  • Allows iManage users to sync the documents from Teams to iManage.

  • “Checkin From“ command is enabled at the document level, only if the document is synced to M365 Teams through Content Mover

  • If Document is checked out using a service account, the command is labelled as ‘Checkin From’ else it is labelled as ‘Copy from Team’.

Table of Contents

Permissions

View Check-in From

Allows to check-in from a a workspace, folder or cabinet

View Remote Check-in

Allows to view all remote check-in options

View Simple Checkin

Allows to view the simple check-in version

View Simple Checkout

Allows to view the simple check-out version

Configuring Checkin From

Info

Tip: Prerequisite - Before accessing Documents in iMange, sync to M365 Teams through Content Mover.

  • If the documents/files are not synced to M365 Teams, navigate to Checkin From,the error is logged to notify the user.

  • Navigate to the iManage tab.

  • Navigate to the Document.

  • Click Checkin From.The following screen is displayed.

Fields

Description

File Name

Displays the selected file/document name from iManage.

Note: We support special characters like シーマテスト in the name.

Current version

Displays the most recent version of the file/document.

Checkin From Where

Displays the sync file/document path, where the selected file/document is synced.

Info

Tip: As path and document name will be too large so show first few characters and on mouse over show full path

Save As

Displays existing file name from iManage pre-filled.

Options

Select an option

  • Save Latest Version as New Version 1+1 - Retrieves the latest file from MS Teams and saves next version. On the screen, shows the current file version + 1. By default, the file name is highlighted.

  • Save Latest Version as New Document - Shows the input field to enter a new name for the file.

Sync Option

Select an option

  • Checkin and continue sync: If selected, Check in file and if its synced in the parent hierarchy, continue with the sync as-is. By default, this option is selected.

  • Checkin and stop sync: Check in a file and if it's synced in the parent hierarchy, “Stop or exclude” syncing of only this document in the subsequent intervals of incremental syncs.

  • Click Submit to retrieve the file from M365 Teams to iManage and click Cancel to close the dialog box.

Note: If the selected file is copied to several locations, list all locations with the radio button.

Related Topics

CAM Commands | Copy to Team | My Copy Job