Add process automation
and compliance to iManage Work

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Paper forms are eliminated, saving time and resources while ensuring the integrity of process data.

Users can set workflow deadlines and easily track the processing of requests.

Tight and seamless integration of WorkflowGen into the existing iManage Work interface lets users continue to work in a familiar environment while providing new functionalities in both the foreground and the background.

Documents can be routed to other approvers or sent back to the requester for modifications.

Documents can be stored in predefined folders as configured in the workflow applications.

Existing document metadata can be updated dynamically over the entire workflow.

Email notifications keep users up-to-date on their requests over the entire course of the workflow, and include the form archive, a link to open the document directly within iManage, and links to document metadata.

Client Interface

Users can launch new workflow processes directly from iManage's client interfaces (FileSite, DeskSite, WorkSite Web and SharePoint) using the standard "right-click" menu functionality against the selected documents.

Bidirectional Integration

Bidirectional integration allows visibility into the iManage document repository from within a workflow application, allowing users to search and attach documents directly from the repository.

Process Management

The WorkflowGen End User Module can be embedded with the WorkSite Web or SharePoint environment to provide users with easy access to launch new processes or manage ongoing processes and actions to-do.

URL Calls

Additionally processes can be called directly from a URL allowing highly customised portal environments to display specific WorkflowGen processes within link lists.

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Technical Solution

  • WorkflowGen User Portal embedded into iManage client interfaces (FileSite, Desksite, WorkSite Web and SharePoint) to let users launch processes by simply right-clicking on the document.

  • Bidirectional integration to allow users to view the iManage document repository from within a workflow application, where they can search for documents and attach them to requests.

  • Processes can be called directly from a URL to allow highly customized User Portal environments that can display specific WorkflowGen processes within lists of links.

  • Users can set deadlines and provide details in their documents.

  • The Dashboard feature to let users track the status of their document approvals in real time at every stage of the process.
  • Integration between Workflowgen and iManage Work to leverage the existing user directory and interface.

  • Multi-approver processes can be easily defined using WorkflowGen’s easy-to-use integrated workflow and form designers.

  • Workflow data can be used as document metadata and vice-versa.

  • Support for the creation and management of workspaces and custom metadata.

  • Process forms and data can be converted to PDF and stored in the repository.