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 any documents that have been 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.

Related articles

• 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

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.