Context

When Office files stored in iManage are opened by an Office application, temporary local copies are created. Those local copies are then deleted when the file is closed, making UpSlide unable to retrieve the latest Excel source of a link.

For example, if you exported a table from the file SampleExcel.xlsx contained in iManage, UpSlide will record the source of the link as C:\temporayFolder\SampleExcel.xlsx (this path is fake and is only intended to serve as an example). Later, when you try to update, if no sources are found in open workbooks, UpSlide will try to open the latest source. Since the temporary file will have been deleted, it will fail.

Solution

UpSlide can be configured to recognize a file stored in iManage and to automatically retrieve the latest version of that file when updating a link.

As shown in the picture below, the UpSlide link system will record the document number and version. This information can later be used to open the source file directly in iManage.

Technical details

Customization

For this to work, the name of the iManage server must be entered in UpSlide settings (contact the consultant in charge of your account).

How does it work?

When creating the link, UpSlide will parse the window caption of the source Excel file. It should follow the following patern: 

#DOCNUMBERvVERSIONNUMBER<BDDNAME> - DOCUMENTNAME - APPLICATIONNAME.

Using this information, UpSlide can later reopen the file by creating an Nrl command.

Troubleshooting

Excel files open in protected mode when clicking "Go to source"

Please check the content of this registry key: 

HKEY_CLASSES_ROOT\Nrl\Shell\open\Command. It should be:

C:\Program Files (x86)\Interwoven\WorkSite\Nrl.exe" /IManExt.OpenCmd /1 "%1"