• What's iManage Insight+ Curation?
    iManage Insight+ Curation is iManage's new add-on for iManage Work.

  • How does it add value to an organization using iManage Work?
    Curation is a process through which an organization identifies documents as knowledge documents. The documents can be a part of a particular set, such as contracts, deals, litigations, and so on.
    To categorize and publish a document as a knowledge document, documents are identified and curated using the iManage Insight+ Curation application, which is provided as an extension in iManage Work at https://cloudimanage.com.

  • What is a knowledge document?
    Documents that are curated using iManage Insight+ Curation are called Knowledge documents.

  • After a document is curated, how can it be accessed by users within an organization?
    Users must use the iManage Insight+ search application to access curated documents.

  • Where do I start?
    As an administrator, you must perform the following configurations to start using iManage Insight+ Curation and also make it available to users within your organization.

  1. Configure iManage Insight+ Curation for cloudimanage.com in iManage Control Center.

  2. Configure iManage Insight+ Curation for cloudimanage.com application.

    Table: Configuring Insight+ Curation

Step

Required configuration

Required sub-configurations

Purpose

1

iManage Insight+ Curation for cloudimanage.com in iManage Control Center

  1. Adding the iManage Insight Plus for Power Automate application in iManage Control Center

Required to create workflows in Power Automate.

  1. Adding the iManage Insight+ Curation Web Extension in iManage Control Center

Required to use Insight+ Curation within iManage Work Web, to submit, curate, and manage your knowledge documents.

  1. Adding the iManage Insight+ Curation Control Center Extension in iManage Control Center

Required to configure the iManage Insight+ Curation solution based on an organization’s needs.

  1. Adding the iManage Work Connector for Power Automate in iManage Control Center

Required to support the triggers (for single and multiple document selection) that start various workflows and provide other actions such as creating new document version, setting taxonomy, setting the document's ACL and so on.

2

iManage Insight+ Curation application

  1. Library mapping

To integrate active libraries in iManage Work with Knowledge libraries for curating a document.

  1. Designing the Knowledge submission form

This form is a collection of knowledge properties, that are collected when users submit the knowledge document for curation.

  1. Creating workspaces and folders

Dedicated workspace and folders must be created in Knowledge libraries, where the workflows are configured to map individual workflows in iManage Work Web.

  1. Configuring workflows in Power Automate

For Knowledge administrators to:

  1. Submit a document

  2. Edit a new version of the document

  3. Publish a document or document version

  4. Unpublish a document or document version

  5. Reject a document

  6. Retire a document

  1. Workflow routing

Helps administrators configure where the knowledge documents will be stored for access later in iManage Work Web.

  1. Configuring the Knowledge properties panel in iManage Control Center

  • Required to design how an organization wants to see their knowledge properties panel.

  • What are the properties that they are interested in.

  • What is the order of the properties in the panel.

  • Which properties are required for publishing the document as knowledge and so on.

  1. Adding Knowledge administrators

Select members from an organization who must be assigned the role of Knowledge administrator. As members of the Knowledge team, Knowledge administrators can access the iManage Insight+ Curation application and the Knowledge Properties panel.

  1. Enabling the Knowledge Properties panel in iManage Control Center

Knowledge Properties panel must be enabled to be displayed as a tab in the Properties panel in iManage Work.

  1. Enabling the Submit as Knowledge context menu option in iManage Control Center

After designing the Knowledge submission form, the Submit as Knowledge option must be turned on in the document context menu for users, which allows them to submit a document as knowledge.