Knowledge: Upload Documents from iManage Work 10 to Sysero
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Knowledge
Title*Upload Documents from iManage Work 10 to Sysero
ManualAdministration
Manual Level TwoIntegrations
Manual Level ThreeiManage
Created21/10/2022
DetailThe below query string parameters are set when using worksiteupload.aspx in Admin > System > Integrations: iManage Work > URL Mapping:
- ApplicationID = ID of App/Data Room.
- CompanyID = ID of Site/Company.
- StorageType
- SyseroStore (default) = Physical copy in Sysero.
- IWL = Legacy link to iManage.
- URL = https link to Document in iManage.
- Worksite (iManage Work) = Only ID stored in Sysero (prefer URL usually)
- Mode
- Default = All selected documents to single Sysero profile.
- MultiProfile = Single Sysero profile for each selected document.
- TextFieldx = You can use TextField1= to set default values on new profile.
- DocumentID = should be set to [documentid], this will be single or list of documents to upload.
- DocumentIDField = You can name the document field to store DocumentID in the Syser profile, this will allow for settings to only upload document once etc.
- UseExisting = If used in conjunction with the above, it will update existing profile not create new one.
- NoIndex = Do not index document content for links.
- ApplySecurity = Apply security rules, from iManage to new Profile. Roles need to be mapped in Admin > Data Room > Worksite Settings > Worksite Role Mappings.
- The following additional pseudo code values can be set in URL:
- [custom1]
- [custom2]
- [custom3]
- [custom1_description]
- [custom2_description]
- [custom3_description]
- [workspaceid]
Please note: inbuilt fields (author, doctype etc) fields are mapped using Admin > Data Room > iManage Work Settings > Inbound Field Mappings.
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