Help Center

Deleting Documents Created Through the iManage API

The iManage integration connects Actionstep with iManage, allowing you to manage your documents and matters in one seamless workflow. When you open a new matter in Actionstep, a corresponding iManage workspace is created automatically, with key data synced at the time of workspace creation. You can access and file documents in iManage directly from Actionstep. iManage stays as your main document repository, while Actionstep continues to handle your matter management, billing, and workflow automation.

When a document is created through the API in iManage, it may show the integration's admin/service account as the author. This can prevent other users from deleting the document.

iManage recommends the following workaround:

  1. Create a user group: In iManage Control Center, go to Access > Groups. Create a group (e.g., Document Permissions) and add the users who need permission to delete documents.
  2. Update workspace templates: In iManage, go to Settings > Templates. Edit each workspace template used by the integration, add the new group under its security settings, and grant Full Access. Save your changes.
  3. Update existing workspaces: For workspaces already created, go to Content > Workspaces, select the workspace, and choose Edit user/group permissions. Add the group with Full Access and apply the changes to the workspace contents where needed.
  4. Test: Generate a document from Actionstep and confirm an authorized user can delete it in iManage.

This allows authorized users to delete documents without changing the recorded author. 

Full Access should only be granted to users who need it.

For more information, refer to the iManage documentation:

If users still cannot delete documents, please have your iManage administrator check the document-level security and delete permissions.

 

Additional Resources:

 

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