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Accessing iManage in Actionstep

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.

You can access iManage functionality in Actionstep by viewing a matter and clicking the Documents menu icon.

The iManage interface is displayed and gives you access to manage your documents and matters using the iManage functionality.

NOTE: To make sure PDF invoices are properly uploaded to iManage, go to the matter's Billing > Invoices page and click the PDF icon for the specific invoice you want to upload. This downloads a copy of the PDF to your computer and uploads a copy to your Invoices folder in iManage.

For instructions on using iManage features, use the iManage Resource Center.

 

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