CheckIn From

Owned by Eric Schullek
Last updated: Nov 06, 2023 by René Ponce Carrillo (Deactivated)
2 min read

Overview

This action allows iManage users to sync the documents from Teams to iManage.

The Checkin From command is enabled at the document level only if the document is synced to M365 Teams through Content Mover. If the Document is checked out using a service account, the command is labeled as Checkin From; otherwise, it is labeled as Copy from Team.

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

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

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

  1. Navigate to the iManage tab.

  2. Navigate to the Document.

  3. Click Checkin From. The following screen is displayed.

Fields

Description

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.

Save As

Displays existing file name from iManage pre-filled.

Options

Select an option:

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

  • Save Latest Version as New Document. This 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.

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

Related Topics

CAM Commands | Copy to Team | My Copy Job

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