Saving files to iManage Work
You can use the application menu to upload new documents to iManage Work or to save the changes to documents that you opened from iManage Work.
Select the application name from the Mac menu bar. The menu options are displayed.
Point to Services and select any of the following options or point:
Save and Sync: Save updates to a document in iManage Work without displaying any separate dialog box or screen or closing the document.
Save As New: Select the iManage Work folder where you want to save the document and select Save. The older document closes and the new document that is saved to iManage Work opens.
Save As New Version: Navigate to the desired document in iManage Work, select it, and select Save. The document remains open and a new version of the document selected in iManage Work is created. The edit time and file size information is updated and the version number is appended.
Save As New PDF: Select the iManage Work folder where you want to save the document and select Save. The document remains open and its PDF version is saved to iManage Work.
Save As New Version PDF: Enter or change the required information in the New Version dialog box and select Save. The original file remains open and the PDF generated gets automatically saved to iManage Work as a new version of the file from which the PDF was created. The edit time, file size, and other information is updated and the version number is appended.
To save files from the Finder window:
Select the files you want to upload.
Right-click any of the selected files and then select Upload to iManage Work. The Save File dialog box is displayed.
Navigate to the desired folder in iManage Work and select Save. The files are saved to iManage Work.
Alternatively, you can save files from the Finder and any location on your Mac by dragging the files to iManage Work. For more information, refer to Dragging folders, files, emails, and attachments into iManage Work.