This is for users who wish to upload documents from iManage.
To upload documents in bulk from iManage:
- Click "Upload Multiple Documents".
- Click " From iManage".
- Select files to upload to Dealcloser.
- Click "Select".
- Click "Upload All".
Documents uploaded from iManage to Dealcloser will now be linked between the two platforms. If a change occurs in one platform, Dealcloser will detect this and ask if you want to update the other platform.
To upload one document at a time:
- Click "+" on the left-hand side.
- Click "Add Above Row or Add Below Row".
- Click "Document".
See How do I rename documents? to learn more about renaming a document.
- Click "Upload Version".
- Click "From iManage".
- Select the file to upload to Dealcloser.
- Click "Select".