iManage Insight+ Curation Administration Help

Importing the curate or update workflow template

Using your company credentials, sign in to your Power Automate account.
In the left pane, select My flows > Import > Import Package (Legacy).
Figure: Importing a package
Select Upload and then select the .zip template file from your file explorer. You'll be directed to the next page where you must review the package contents.
Figure: Reviewing package contents
To complete uploading the templates, choose Select during import to establish a connection for each resource type that has a warning indication beside them. The Import setup dialog box appears.
Select Create new in the import setup dialog box. You will be directed to the Connections page.
Select New connection. Since you are importing the Curate workflow template, you must have the following resource type connections established:
1. iManage Work Connection
2. iManage Insight Plus Connection
Search for the iManage Work connector and then select Create. You'll be directed to your http://cloudimanage.com sign-in page. Enter your company credentials and select Import.
To install the iManage Insight Plus connector, repeat the same instructions as mentioned in step 7.

The connectors are added and displayed on the Connections page.

After importing the workflow template successfully, you must configure the workflow.

Figure: Curate workflow

Stage 1: Trigger the curate or update document workflow

Select the first block in the workflow.
Workflow Display Name: Provide a name to the workflow you are creating. This workflow will be available in the Edit: Workflow routing dialog box.
Description: Specify the description of the workflow you are creating.
Library ID: Specify the Knowledge library ID where the workflow must be available.
Form ID: Specify the ID of the form that is presented to users to collect inputs used by the workflow.
Return Folder ID: Specifies if the document’s folder ID is required by the workflow. This is helpful if you want to use a specific folder where the selected document is located further in your Power Automate script. Set this value to Yes.
Available to users: Specify one or more user IDs separated by semicolons, to whom the workflow is available. Select Everyone if you wish to make the workflow available to all users in your organization.

Figure: Trigger the curate or update document workflow

Stage 2: Running the workflow

You do not need to make any changes in this stage as all the required configurations are already made when the template was built. Here are the different connectors used to build this workflow:

Connector	Field description	Dynamic content used
iManage Insight Plus connector Description: Get curation configuration for the Knowledge Library of the selected document	Library ID: ID of the library for which a curation configuration is returned.	Library ID of the workflow
iManage Work connector Description: Get the permissions set on the In-draft folder	Object Type: Specifies the type of the object. Object ID: Specifies the ID of the document, folder, or workspace.	In-draft Documents Folder ID
iManage Work connector Description: Get permissions of the current version of the document	Object Type: Specifies the type of the object. Object ID: Specifies the ID of the document, folder, or workspace.	Document ID
iManage Work connector Description: Create a new version of the existing document for in-draft state	Document ID: Specifies the ID of the document. Version: Specifies the version number to use as the basis for the new, promoted version.	Document ID Document Version
iManage Work connector Description: Update the workflow state as In progress	Library ID: ID of the library for which the workflow is defined. State: Specifies the current state of the workflow run. Status: Specifies the current status for the workflow run. Status Message: Specifies the customized message for the current status of the workflow run.	Library ID of the workflow
Description: Remove all the ACLs on the current document version before an update	Select an output from previous step: Get permissions for the current version of the document.	Access Permissions
Description: Set the permissions on the new document version from new parent folder	Select an output from the previous step: Get permissions set on the In-draft folder.	Access Permissions
iManage Work connector Description: Update default security on the new document version	Document ID: ID of the document. Document default security: Specifies the default security access level.
iManage Work connector Description: Move the entire document to In draft folder of the Knowledge library	Parent Folder ID: Specifies folder ID of the parent folder. Document ID: ID of the document. Destination Folder ID: Specifies the destination folder ID to which the document is to be moved. Apply Destination Profile: Specifies if the document profile is to be updated with the destination folder profile. Apply Destination Security: Specifies if the document security is to be updated with the destination folder security.	Folder ID Document ID In-draft Documents Folder ID
iManage Insight Plus connector Description: Set curation properties on new version of the selected document	Document ID: ID of the document. State: Specifies the current state of the document.	Document ID
iManage Work connector Description: Update workflow state as successfully completed	Library ID: ID of the library for which the workflow is defined. State: Specifies the current status for the workflow run. Status Message: Specifies the customized message for the current status of the workflow run.	Library ID of the workflow

Stage 3: Reporting errors

You do not need to make any changes in this stage as all the required configurations are already made when the template was built.

Figure: Reporting errors found during workflow execution