Maximizing Efficiency in iManage: New Features to Streamline Imports, Exports, and Document Management

Enhancing iManage Workflows: New Features in iSyncKit & Export Master

At MacroAgility Systems, we continuously strive to streamline document management and improve efficiency in iManage. Our latest updates introduce seamless imports, enhanced search capabilities, automated docnum preservation, and more flexible export options—all designed to simplify workflows and enhance user experience.

1. iManage Work Import Web Extension – Import in 3 Clicks!

Manually transferring documents and folders into iManage Work is now a thing of the past. The iManage Work Import Web Extension allows users to import folders and documents directly from within iManage Work by simply right-clicking and selecting “Import Master” from the context menu.

With this enhancement, users can:

• Maintain the original folder structure or migrate documents only
• Leverage pre-configured default settings from iSyncKit Import Master
• Complete the entire import process in just three clicks

By eliminating the need to switch between platforms, this feature significantly improves efficiency and streamlines data migration into iManage Work.

2. Automatically Preserve Docnum in FileShare

Ensuring document integrity during migration has never been easier. With the new “Use Latest iManage Doc No. and Preserve Versions” option, users can:

• Automatically assign the next available docnum in iManage
• Maintain document version history across transfers
• Avoid manual assignments while ensuring version consistency

This feature simplifies large-scale document migrations by seamlessly preserving existing docnums and versions, making the transition from other systems to iManage Work smoother and error-free.

3. Download Exports as ZIP from the Web Portal

Exported data is now even more accessible. Previously, users needed server access to retrieve exports. Now, with this latest update, users can download exported files as a ZIP directly from the iSyncKit Web Portal—enhancing flexibility and convenience.

Key benefits include:

• Download option appears in the Actions tab after export completion
• No server access required—download directly from the web
• Provides a simpler, more user-friendly way to manage exported files

This enhancement ensures that users can quickly retrieve their exported documents whenever needed, without relying on direct access to the iSyncKit server.

4. Search by Title & Keyword in Export Master

Finding the right documents within iManage Work is now faster and more precise with the new Title & Keyword search feature in Export Master.

Users can now:

• Search for specific documents within a workspace before exporting
• Use the "Documents Only Export" option to filter by Custom1 or Custom2
• Retrieve and export all relevant documents instantly

By allowing precise document searches before export, this update saves time, improves accuracy, and enhances control over document retrieval.

5. Global Settings for Export Master – Faster, More Efficient Exports!

Setting up exports manually can be time-consuming, especially for repetitive workflows. The new Default Settings feature in Export Master eliminates this hassle by allowing users to pre-configure multiple export settings for different scenarios.

With this enhancement, users can:

• Create and save custom export configurations
• Automatically apply pre-configured settings when initiating a new export
• Reduce manual adjustments—simply select a workspace, folder, or document, and Export Master does the rest

This update simplifies complex export processes, making document transfers faster, more consistent, and highly efficient.

Streamline Your iManage Workflow Today!

With these latest updates, iSyncKit and Export Master are now more powerful than ever. Whether you’re importing, searching, preserving docnums, or exporting files, these features ensure a seamless, intuitive, and highly efficient document management experience.

Ready to explore these new features? Contact us today to learn how these enhancements can revolutionize your document workflows in iManage Work.

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About MacroAgility Systems

MacroAgility Systems Inc. is a trusted partner in legal technology solutions, specializing in workflow automation and system optimization. Our mission is to empower organizations with innovative tools that enhance productivity and efficiency.

Please review these updates and prepare for the upcoming features. Let us know if you have any questions or need further details. For more details or to request a demonstration, please contact MacroAgility Systems at [email protected] or 416-900-7804 or visit https://www.macroagilityinc.com/contact-us/

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Contact Us: https://www.macroagilityinc.com/contact-us/ Phone: 416-900-7804 and press 0 Email Us: [email protected]

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