Knowledge: Browsing for folder in iManage
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Knowledge
Title*Browsing for folder in iManage
ManualAdministration
Manual Level TwoIntegrations
Manual Level ThreeiManage
Created11/01/2023
DetailiManage folder browser can be selected by one of two methods:
- Sysero will build list of folders and present them.
- iManage Work server will provide dialog to Sysero for use during folder selection.
Both of these are configured as a Data Action button, using the Data Action type of FolderBrowser. Only use the iManage Work Native Folder Browser as it offers more features, talk to Sysero if for some reason you have a requirement that might require the Sysero Folder Browser.
iManage Work Native Folder Browser

As well as getting information on a folder or workspace etc. you can also use this dialog to trigger an upload to iManage or downloading/attaching a document into Sysero.
- OAuthType: Set to iManage Work.
- Input mapping:
- ParentFolderID required, this is the iManage Work ParentID e.g. WorkspaceID or a FolderID.
- FileName, this is used when mode set to Save and you have a postback data action to upload document. Can also be an additional setting.
- OutputMappings:
- TargetField - Folder ID.
- TargetFieldPath -Folder Path.
- TargetFieldCustom1 - Custom1/Client No.
- TargetFieldCustom2 - Custom2/Matter No.
- TargetFieldCustom1Description - Custom1/Client Description.
- TargetFieldCustom2Description - Custom2/Matter Description.
- TargetFieldWorkspaceID - Workspace ID.
- TargetFieldWorkspaceName - Workspace Name
- AdditionalSetting:
- DialogMode - Needs to be set to Native.
- Mode - open, browse, save, emm. Default is browse.
- Types - Which types to show e.g. document,email,document_shortcut, folder,folder_shortcut. Default is folder.
- StartObject - Which iManage tab it should start in e.g. Recent Matters.
- UploadSelectedDocument - Used to attach/download document into Sysero.
- UploadToCurrentSection - Used in conjunction with UploadSelectedDocument, only attaches/downloads document to section action is initiated from.
To upload a document to iManage Work, use the Mode Save, set the FileName, then on the form data action button triggering this Folder Browser set a PostBackDataAction to an Upload Document one that has correct details for iManage Work.
Sysero Folder Browser

- Input mapping:
- ParentFolderID required, this is the iManage ParentID e.g. WorkspaceID.
- OutputMappings:
- TargetField - Folder ID.
- TargetFieldPath -Folder Path.
- AdditionalSetting:
- DialogMode - Needs to be set to Sysero.
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