Posted by Callie Sierra
29 May 2018

We’re excited to announce the release of Sysero’s iManage Work 10 Template Management solution. New enhancements and integrated design makes it easier to build documents via online forms, without having to leave the iManage environment. The release also focuses on providing tighter integration between Sysero web forms and vital data sources, including CRM, PMS and external data sources.

Here a few highlights of the release:

Access Documents Anywhere, On Any Device

One of the great things about iManage Work 10 is that its mobile-first design makes it easy for users to work anywhere, and within a single user experience. Sysero’s iManage Work 10 Template Management solution takes this mobility one step farther by enabling users to access their templates directly from their iManage accounts. Users can seamlessly create and save documents using easy-to-use online forms on any device using a single login. Sysero templates inherit iManage’s enhanced security settings, so you can be assured that your templates are secure and access is audited.

Simple, Word-Based Mark-Up Tool

There’s no need to know code to create your templates. Sysero’s simple Microsoft Word-based mark-up tool makes it easy to create templates and generate online forms, no programming required. Users can access their forms from within the iManage environment and save completed documents to their iManage folders with a few simple clicks. Users can create single page forms or build wizard-based workflows to create entire document packages.

Seamless Template Delivery

Quickly and easily find and manage templates with customised template delivery options. Users can connect templates to specific folders within iManage or group them into matter or project-specific lists for ease of management. Alternatively, users can access templates directly from Microsoft Word using the Word ribbon.
 

Easily Pull in Required Client Data

Sysero makes it simple to pull in important client data from internal or external data sources to be used in templates and automated forms. Sysero’s Data Action Framework enables users to write scripts to search for and include required contact data from either their in-house or cloud-based CRM in their templates. The system can also be configured to pull in relevant data from the firm’s PMS system or other external data sources.

Built-In GDPR Compliance

With the General Data Protection Regulation now in effect, firms face tighter regulations and tougher penalties when it comes to mishandling personal data. However, we’ve made compliance a bit easier by building GDPR compliance features into our Template Builder solution. Users have the option of encrypting specific personal data that’s collected as part of the document generation process, or they can set up their system for anonymisation or psuedonymisation, as required by the GDPR.

Interested in learning more about the new iManage Work 10 Template Management solution? Get in touch with us at info@sysero.com.