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About Mapping Document Metadata in iManage

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.

If your firm has matters that were migrated from a legacy system, Actionstep will attempt to automatically link these to existing iManage workspaces when you open the iManage panel from the matter. The linking logic works as follows:

  1. Actionstep first attempts to match using the Actionstep Matter ID field.
  2. If no match is found and File Reference (legacy system ID) is mapped in the Metadata Mapping section, Actionstep will attempt to match using the File Reference value.
  3. If no match is found, or multiple matches are returned, you will be prompted to paste the iManage workspace URL directly to complete the link.

To get the best auto-match results for legacy matters, ensure that your File Reference field in Actionstep contains the legacy matter number used in iManage, and that your iManage custom field mapping is configured correctly in the Metadata Mapping section above.

The Client field should be required when creating matters that use iManage. The Client value is used when creating and mapping the iManage workspace. Matters created without a Client may not create or map correctly in iManage.

Additionally, if a matter in Actionstep has more than one client, the integration passes only the first client's ID and name to iManage. Additional clients on the matter are not reflected in the iManage workspace metadata.

Finally, metadata is synced from Actionstep to iManage at workspace creation only. The exception is matter title — if the matter title changes in Actionstep, the iManage workspace name will be updated to reflect it. Additionally, closing a matter in Actionstep will close the corresponding workspace in iManage. No other metadata fields sync after the workspace is created.

 

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