iManage FileSite compatibility

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Written by Julien | Updated

UpSlide is compatible with iManage FileSite. This article explains how to configure UpSlide to work with your setup.

Context

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

If you export a table from the file SampleExcel.xlsx contained in iManage, UpSlide would record the source of the link as C:\TempFolder\SampleExcel.xlsx. Any later updates would raise an error since the temporary file has been deleted.

Solution

UpSlide can be configured to recognize a file stored in iManage and 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.

Update_All_-_iManage.png

For this to work, the name of the iManage server must be entered in UpSlide Settings. You can find more information about setting up Libraries in this article.

Troubleshooting

Excel files open in protected mode when clicking Go to source. If you encounter any issues while using this functionality:

  • Check the content of the registry key HKEY_CLASSES_ROOT\Nrl\Shell\open\Command.
  • The value should be C:\Program Files (x86)\Interwoven\WorkSite\Nrl.exe" /IManExt.OpenCmd /1 "%1".