Similar to the existing iManage integration with applications in the Microsoft Office suite (Word, PowerPoint, Excel, and Outlook), iManage 10.2 and later has extended the integration to Microsoft Visio (2013 and later) and Microsoft Project (2013 and later). The iManage ribbon is added to the application and iManage options are available in the Backstage view. Users can perform the following tasks
iManage Open (Ctrl+O), open read-only, and open as copy.
iManage Save (Ctrl+S), Save & Sync, Save as New Version, and Save as PDF.
iManage Open, Save As, and New Version from within the Backstage view in MS Project.
iManage Open from within the Backstage view in Visio.
Check in their changes on file close/exit.
Send a copy of an iManage document as an attachment, an iManage link, and a PDF/XPS attachment.
View the properties, versions, and timeline information of the iManage file from the task pane on the right side.
View any offline changed files in the online mode.
Insert iManage files as hyperlinks and insert iManage images to their drawings in Visio.
Convert iManage 2003-2010 drawings (.vsd), Visio 2003-2010 templates (.vst) or 2003-2010 stencils (*.vss) to newer formats (.vsdx, .vstx, and .vssx) by selecting Convert on the Info tab.
For MS Project, users are prompted to save to older files in the latest format when they close or save the files. Users can choose to keep the current format or save to the latest one.
Smart documents feature is supported for the following Microsoft Visio file types: