How to Authorize Your iManage Account As an End-User in TitanFile
1. In TitanFile, navigate to your Profile page via the top right hand corner.
2. Click on the “Integrations” tab.
3. Click on “Authorize.”
4. You will be redirected to the iManage login page. Input your email and password.
5. Once authorized, you will be redirected back to TitanFile’s integration page. Your status should now indicate “Authorized.”
6. You are now integrated with iManage and ready to start transferring files.
How to Send Files from TitanFile to iManage
1. In TitanFile, select a channel and navigate to the “Files” tab.
2. From the “Files” table, click on the dropdown next to the file you want to send to iManage.
3. Click Send to -> iManage.
4. The iManage interface will appear.
5. Select the workspace or folder to which you would like to send the file.
6. Click “Upload Here”
7. A popup will be displayed showing the file you are uploading.
- If there are profile attributes that are required, you will see a red exclamation point beside the file name and the Upload button will be disabled.
8. Once you fill out the required profile attributes, you will see a green checkmark beside the file name and the Upload button will be enabled.
- Click on “Send”
9. You will receive a notification once the upload has successfully been sent to iManage and it will close out automatically.
10. A notification in TitanFile will confirm that your file was sent to iManage successfully.
How to Upload Files from iManage to TitanFile
1. In TitanFile, select a channel and navigate to the “Conversation” or “Files” tab.
2. Click on the “Attach” dropdown.
3. Select “Attach iManage.”
4. The iManage interface will appear.
5. Select the workspace or folder from which you want to attach a file to TitanFile.
6. From the “Files” table, select the files you want to attach.
7. Click “Attach Items.”
8. A popup will display the progress of the files being attached.
9. Once ready, click “Ok”
10. The iManage interface will close, and you will see your files in the upload prep area, ready to be sent.
11. Once all is set, click on the “Send” button to send your files to the channel.