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      How do I use the iManage integration?

      This is for users who wish to use the iManage integration.

      To use the iManage integration:

      • Upload documents from iManage to Dealcloser.

      See How do I upload documents from iManage to Dealcloser? to learn more about uploading documents from NetDocuments to dealcloser.

      • Add new versions of documents you uploaded from iManage to Dealcloser. 

      You can add new versions of documents in iManage or Dealcloser.

      • After you add a new version of a document in either platform, a conflict will appear.

      After you add a new version of a document in either platform, a conflict will appear.

      A conflict is Dealcloser detecting a change in one of the platforms.

      • Click on the conflict icon to resolve it by either updating the other platform or clearing it (doing nothing).
      Click on the conflict icon to resolve it by either updating the other platform or clearing it (doing nothing).
      • A conflict will also appear when a Collaborator uploads a document to your project.

      Only Collaborators who are Contributors or Authors can upload documents to your projects. Full descriptions of the different collaborator roles can be found within Dealcloser.