You can automatically upload documents from your Legal Intake Requests directly into your SharePoint or iManage workspaces.
To send a document to SharePoint or iManage:
When a legal request comes in, and you have edited and saved the request as a matter, select the 'Instructions' tab within the matter to view the documents that was uploaded by the Requester
Select the document and/or documents that you would like to send to SharePoint or iManage and click on the arrow icon next to each document
Note: You can choose to upload all documents at once by selecting the 'Save all documents to Sharepoint (or iManage) Online' checkbox.
You will be prompted to 'Save'
Once you have chosen your documents and selected to save, the documents will now be saved in the matter workspace within your SharePoint or iManage
Note: You can select the document link under the same 'Instructions' tab in order to download the document.
- To learn more about integrating with SharePoint so that your document management system automatically syncs with your matter management, see this article here
- To learn how to configure your iManage integration, see this article here
- Learn more about setting up legal intake and triage here