About WebApps and iManage Work Web Integration

Administrators can configure WebApps for iManage Work Web integration which enables Document Management System (DMS) users to profile documents and generate Routing Sheet document numbers and IDs for use on iManage Work servers.

Profiling a document to a DMS

Every document has a profile, or a set of metadata associated with the document for easy identification and searching capabilities. After configuration, DMS users can use WebApps to create document placeholders or records on iManage Work servers so that scanned documents are routed to their appropriate records.

DMS Routing Sheets

A Routing Sheet is a special page with a barcode containing the distribution instructions for your document. The following template variables can be applied to the Routing Sheet for document identification and tracking purposes.

%DMS_MD_DOCUMENT_NUMBER.1% prints the placeholder document number.

  • For example, if the placeholder document is the 10th document uploaded to iManage Work Web, the Routing Sheet shows and prints 10 as the placeholder document number.

%DMS_MD_DOCUMENT_ID.1% prints the placeholder document ID. Users can use the ID to search and track the placeholder documents.

  • See an example of the Routing Sheet document number and  ID string format below.

!dms:value:!session:servername:!databasename:!document:number,id:

Note: These template variables can only be used when the Create Placeholder when Profiling option is selected.

See About Routing Sheet and List of DMS Routing Sheet variables for more information.

Before you begin

Administrators must complete the following installations and tasks.

Note: AccuRoute recommends that Administrators add the Worksite Web extension to the WebApps > Default profile. It is an across-the-board profile that ensures all users can view and use the features applied to the profile.

Note: iManage Work Web configuration and integration changes require the use of the iManage Control Center for Administrators of iManage Work v10.2 and above.

See iManage Documentation for further assistance.

worksite web extension at a glance default profile properties dialog box examples

Worksite Web Extension Legend

Description

1. WebApps > Default Profile > General tab

Use the General tab to specify or modify:

  • Name, Description, and other parameters, if necessary.

2. WebApps > Default Profile > Features tab

Use the Features tab to add or modify:

  • Worksite Web extension9 parameters.

3. Worksite Web Extension Feature Properties dialog box

Use the Worksite Web Extension Feature Properties dialog box to specify or modify the following parameters.

  • API Key

  • WebApps URL

  • Worksite URL

  • Worksite Server

  • Format

  • Create Placeholder when Profiling and other parameters, if necessary.

Note: The Create Placeholder when Profiling option must be selected in order to use the Document number and id template variables on routing sheets.

Use the Generate Extension Configuration File button to generate and save the Worksite Web Extension Configuration zip file.

Note: The zip file is used to upload to the iManage Control Center to integrate WebApps and iManage Work v10.2 and above.

 

You can access the Default Profile by using Configuration > WebApps on the Server Administrator tree.

To access WebApps > Default Profile

  1. Start the Server Administrator.

  2. Expand the Server Administrator tree, if necessary.

  3. Select and expand Configuration, if necessary.

  4. Select WebApps. The WebApps profiles appear in the details pane.

  5. Right-click the Default profile. The Properties shortcut menu appears.

  6. Select Properties.

  7. Click the Features tab.

  8. Select WorksiteWebExtension on the list.

  9. Click the Properties button. The WorksiteWebExtension Feature Properties dialog box appears.

  10. Use the WorksiteWebExtension Feature Properties dialog box to specify or modify the WorksiteWebExtension parameters.

 

See also

Adding the Worksite Web Extension