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.
This makes UpSlide unable to retrieve the latest Excel source of a link.
For example, if I 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 only there to serve our example). Later, when I try to update, if no source are found in opened workbooks, UpSlide will try to open the latest source. Because the temporary file will have been deleted it will fail.
Solution
UpSlide can be configured to recognize a file stored in iManage and to retrieve automatically the latest version of that file when updating a link.
As shown in the picture below, 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 patter: #DOCNUMBERvVERSIONNUMBER<BDDNAME> - DOCUMENTNAME - APPLICATIONNAME.
Using this information, UpSlide can later reopen the file by creating a 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"