Knowledge: Upload profile only changes to iManage document from Upload Data Action
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Knowledge
Title*Upload profile only changes to iManage document from Upload Data Action
ManualAdministration
Manual Level TwoIntegrations
Manual Level ThreeiManage
Created24/10/2022
DetailBelow assumes you already know how to setup Data Action with Upload Document type to iManage.
To change profile only, in the Data Action, set Document Mode in Additional Settings to Update Profile Only. Then pass in Input Params or Additional Settings with iManage accepted params like custom14 etc.
Input Param of DocumentID is mandatory to the Document where the profile needs updating.
Additional Manual Locations
Administration | Data Actions |