Using iManage Work

Use the iManage Work component to extend the capabilities of an iManage Work Cloud system and provide users with alternate means to store documents. This component, when used in combination with other Capture and Process components allows an organization to implement very complex work flows, either involving interactive participation of the users or unattended environment.

Use SMTP Capture component with iManage Work Route component in a workflow scenario where users email documents to a general-purpose Public folder in iManage Work Cloud. Assume the business process is that we are only interested in knowing who sent the document along with a brief description of the document. The following provides a detailed description of what need to take place:

  1. An email, with a document attached and a Subject of "Transactions" and a Body of "Transactions from the past month", is captured through the SMTP Gateway that was configured in the SMTP Capture component.
  2. SMTP Capture captures the email and proceeds to detach the document and create Runtime Replacement Tags based on the email headers that can be used by iManage Work Cloud.
  3. The system routes the document to the iManage Work component.  

    The administrator has configured iManage Work with fixed values for each one of the required parameters, except for the Author field, Document Description and Document Comments. Instead of using fixed values, RRTs from the SMTP capture component are used. Specifically:

    • ~SMP::From~ (representing the “From” field of the captured email) assigned to the Author.
    • ~SMP::Body~ (representing the message body of the captured email) assigned to the Comments.
    • ~SMP::Subject~ (representing the subject of the captured email) assigned to the document Description.