NOTE:

This feature is available to NRTAdmin users.

Each iManage library has a list of applications associated with it that contains information required to integrate document handling applications with iManage Work Server. This information includes:

Procedure to associate document types and applications
Launch applications from iManage Work Server
Open and print documents in integrated applications

When a library is initialized, an application list that includes information for most of the Windows applications is provided.

The following features are available for File Handlers:

Ability to search file handlers: Allows you to enter the file handlers (document handling applications) to be searched.
Ability to filter file handlers: Allows you to filter file handler. Select to filter by Type, Primary, and Location. You also see Clear All option. This helps you to clear filter inputs.

Ability to view selected file handlers: You see VIEW SELECTED option on the ribbon bar. This allows you to view the list of file handlers you selected. When you s elect this button, i n the header section, on the ribbon bar, you now see SHOW ALL button, s elect this to see the previous list.

Adding a File Handler App

Select CONFIGURE > System Setup > File Handlers, and s elect to add an application to the App table. The Add App Setup page appears.

Enter the information and s elect Save. A new app is added.

Field Identifier	Intended Content
Name	Descriptive name for the file handling application.
Path or Location	Location or name of the application. For example, if the application is Microsoft Word and the executable file is `WINWORD.EXE`, it would be sufficient to enter `WINWORD.EXE` in this field. You can also specify a full pathname. For example, `C:\Program Files\Microsoft Office\Office16\WINWORD.EXE`. If the application is a non-primary application (see Primary Application check box in this table), the following command line parameters pass document information to applications launched from iManage: %DOC_DB. Allows you to pass the library name %DOC_NUM. Allows you to pass the document number %DOC_VER. Allows you to pass the document version -NO_OUTPUT Used when the application being launched does not return output to iManage. Example: You want to pass the library name, document number, and version number to an application through the command line. The specified application does not return output to iManage. A fax application is an example of an application that might consume this document information but not return output. You call the fax application sendfax.exe. Given these parameters, the command line settings for the fax application would be: `C:\…\sendfax.exe DB=%DOC_DB NUM=%DOC_NUM VER=%DOC_VER -NO_OUTPUT`
Type	Identifies the document type associated with this application.
Primary Application check box	Indicates that the application is the primary application for the document type. If there are multiple applications associated with a document type, one application may be identified as the primary one. If there is only one application associated with a document type, select the check box.
Integration Mode	This text-entry field identifies the method for integrating the application with iManage: COM Integration. Select this option if this application is integrated with iManage using macros supplied with the iManage DMS. ODMA Integration. Select this option if the application is integrated using the ODMA method. Non-Integrated. Select this option if the application cannot be integrated using macros or ODMA integration. For information on application integration, see the iManage Desktop Client Customization Guide.
DDE check box	Select this check box if the application supports dynamic data exchange (DDE). Fill up the fields on the Add or Edit Application dialog. Most major applications support DDE. DDE is not supported and should NOT be enabled for PowerPoint or PowerPoint 2007 application formats.
Fill up the following sections only if the DDE check box is selected:
DDE Name	DDE application name which is usually the executable filename for the server application (without the .EXE extension).
DDE Topic	DDE Topic for the application which usually identifies a category of data associated with the server application.
Open	DDE Command Line to open a document in the application. The DDE Command Line varies from application to application.
Open Read Only	DDE Command Line to open a document for read-only viewing in this application. Again, the DDE command line varies from application to application.
Print	(Optional) DDE command line to print a document in this application. The command line assumes that the application is already running.
Print and Exit App	(Optional) DDE command line to print a document in the application, when the application is not already running.

Editing a File Handler App

Select the file handler app you want to edit.
Select Edit. The Edit App Setup page opens.
Edit the fields, and s elect Save.

Deleting a File Handler App

Select the application(s) you want to delete.
Select and then s elect Yes . The application gets deleted. Alternately, you can right-click, and select Delete option.
To delete multiple item at a time, right-click on the selected items or s elect on the ribbon bar.

NOTE:

An error message Database transaction failed; see Administrator appears, if the application you are trying to delete is still in use by any other object.

Mapping Multiple Document Types to the Same

You can create multiple records in the File Handler information table for the same application. These records can list different document types. With this mapping, users can open multiple document types from the same application.

For example, you want to open ANSI text files and Word documents in Microsoft Word. Confirm that both document types are listed in the Type information table. Next, add a record to the File Handler information table for Microsoft Word. A copy of the entry for Microsoft Word is made, but the ANSI is the document type. Each entry must be designated as the primary application for the data type.

Primary Applications

The primary application is the preferred application for opening a document. If only one application is associated with a document type, the Primary Application check box must be selected in the File Handler list to ensure the document opens in iManage.

If multiple applications mapped to the same document type, you can identify one as primary by selecting the Primary Application check box when you create the entry for the application in the File Handler list. Only one application can be identified as the primary application for a document type.

NOTE:

To use the Open feature in iManage, the document type must have an application designated as the Primary Application in the File Handler list.

Non-Primary Applications

The primary application is the preferred application for opening an iManage document. Other applications that are mapped to the same document type become non-primary.

All non-primary applications are listed in the Application submenu of the iManage clients. Users can select documents in the document grid and can launch a document in a non-primary application by selecting it from the Application submenu.