The methods for this run as Data Actions using the type WorksiteFunction, depending on whether they run in the form/workflow or from e.g. job scheduler will depend on how the authentication is setup.  Please see Sysero iManage Integrations for links to relevant articles.

The following functions are available as Data Action type WorksiteFunction:

1. CreateUpdateWorkspace
2. CreateUpdateCustom
3. AttachDocumentsToSysero
4. AttachDocumentsToSyseroByClientMatter

Please see each section below for how these should be configured.

Create Update Workspace

Allows for the creation of Workspace's, which can include creation of custom1 and custom2 required values in the same method.

The following mappings are required to create a workspace in iManage Work:

• Input : TemplateID - iManage Work Workspace TemplateID.
• Input : WorkspaceID (Optional) - Only required if making changes to Workspace.
• Input : LibraryID (Optional) - Only required if making changes to outside of default library.
• Input : custom1 - Client No.
• Input : custom2 - Matter No.
• Input : name - Name of Workspace.
• Input : description - Description of Workspace.
• Input : custom1description - Custom1 description if set to CreateCustom1.
• Input : custom2description - Custom2 description if set to CreateCustom2.
• Additional : CreateOnly - Do not update if WorkspaceID supplied.
• Additional : CreateCustom1 - Automatically Create Custom1 if missing from iManage.
• Additional : CreateCustom2 - Automatically Create Custom2 if missing from iManage.
• Additional : UniqueWorkspace - Do no create workspace if match via Custom1 and Custom2 found.
• Output : WorkspaceID.

Create Update Custom

Allows the creation of custom field items e.g. custom1 for client or custom2 for matter.

Note iManage should not allow you to create duplicate id's in custom1 or custom2 items.

• Input : description - e.g. Name of Client if Custom1.
• Input : id - e.g. 001 if Custom1. Note these are usually decided by accounts mangement system, so not auto generated by iManage or Sysero.
• Input : parent - e.g. 001 if Custom2 as child of Custom1.
• Input : LibraryID (Optional) - Only required if making changes to outside of default library.
• Output : Status - to confirm all has gone correctly.
• Additional : CustomTable - e.g. custom1.

AttachDocumentsToSysero

• Input : custom1 - Required when attaching documents using folderpath and not using workspaceid.
• Input : custom2 - Required when attaching documents using folderpath and not using workspaceid.
• Input : WorkspaceID - Require when attaching documents using folderpath if not using custom1 and custom2 to lookup WorkspaceID.
• Input : LibraryID (Optional) - Only required if making changes to outside of default library.
• Input : folderid - Attach all documents from folder.
• Input : folderpath - Used to lookup folderid if folderid not supplied and using in conjunction with WorkspaceID / custom1 and custom2.
• Input : documentid - Attach document (only works if folderid not set).
• Additional : StorageMode - The following options are available:
  • SyseroStore : Physically copied into Sysero.
  • IWL : Uses iManage IWL link format, document remains in iManage.
  • URL : Links to the iManage https document preview link (note at time of writing there is no direct https link to download document from iManage).
  • Worksite : Stores iManage document id and streams document via Sysero when required.
• Additional : ArchiveDeleted - Remove any links to documents no longer matching in iManage.
• Additional : ArchiveMode - The following options are available:
  • SameTypeOnly - Keep Sysero in sync with iManage Work folder, but leave documents alone that are not iManage Work e.g. documents added locally to Sysero.
  • MatchingTitle - Replace any documents with same title.
  • All - Keep in sync with iManage Work folder when data action is run.

If successful you should find file attached to item(s) data action is run on.

AttachWorkspaceToSyseroByClientMatter

Allows attaching of Workspace or Folder to Sysero.

• Input : custom1 - Required when attaching documents using folderpath and not using workspaceid.
• Input : custom2 - Required when attaching documents using folderpath and not using workspaceid.
• Input : WorkspaceID - Require when attaching documents using folderpath if not using custom1 and custom2 to lookup WorkspaceID.
• Input : LibraryID (Optional) - Only required if making changes to outside of default library.
• Input : folderid - Attach all documents from folder.
• Input : folderpath - Used to lookup folderid if folderid not supplied and using in conjunction with WorkspaceID / custom1 and custom2.
• Input : Link 
• Additional : ArchiveDeleted - Remove any links to documents no longer matching in iManage.
• Additional : ArchiveMode - The following options are available:
  • SameTypeOnly - Replace iManage Work Links only.
  • MatchingTitle - Replace any links with same title.
  • All - Keep in sync with iManage Work when data action is run, remove any local items.
• Additional: URLModeNoAttach - Don't attach just return WorkspaceURL as output mapping.
• Output : WorkspaceURL.