Edit an iManage document that's been sent to Workshare

If you’re at your desk, it may be easiest for you to access the document from iManage. If you’re away from your desk, you can access the document from Workshare.

Access a document from iManage and edit it

Documents can only be edited from iManage if they are checked in.

Right-click the document in iManage and select Open. You’ll be able to edit it as normal and save it back to iManage. If you save it to a folder that’s already been sent to Workshare, the following dialog box will be displayed.

The dialog box displays the location of the target folder in Workshare, and gives the user a choice between updating all files to that Workshare folder or sending the files to a new folder

The dialog box displays the location of the target folder in Workshare, and gives the user a choice between updating all files to that Workshare folder or sending the files to a new folder

Choose from these options:

Update all the files to the existing folder: The version will be added to the same Workshare folder that the iManage folder is connected with. Anyone who has access to the Workshare folder will now also have access to the new document. Click Next and the new files are sent to the Workshare folder.
Send to a new folder and stop syncing with the existing folder: Only the version you’ve just added to iManage will be sent to Workshare in the new location of your choosing. If there are any other documents in the iManage folder, they will remain in iManage but will no longer sync with Workshare. Click Next, to specify your target folder in Workshare and folder members, as described here: Send files from iManage to Workshare

Access a document from Workshare and edit it

Log in to my.workshare.com.
Go to Folders and locate your file.
Right-click the file and select Download.

"Download" is the third option when you right-click a file in Workshare

You can only download it if you have permission to do so. This is determined in the folder’s Settings.

Edit the file as normal.
To add the next version of your file, right-click the file in Workshare and select Add new version.

The updated version in Workshare will not sync to iManage automatically. To sync the new version to iManage, right-click the folder in iManage and select Sync from Workshare. For more information, see: Sync files from Workshare to iManage

Edit an iManage document that's been sent to Workshare

If a document’s been sent to Workshare, you can access it from either iManage or Workshare to edit it.

Access a document from iManage and edit it

Access a document from Workshare and edit it