Integrating iManage with Excel

iManage offers several ways to enhance your experience with Microsoft Excel through its integration capabilities. Users can leverage iManage Work Desktop for Windows and iManage Work Server 10.2 for a seamless interaction with Excel documents. Additionally, the integration extends to other Microsoft Office applications such as Word, PowerPoint, Project, and Visio, providing a comprehensive productivity suite.

Using iManage Work Desktop for Windows with Excel

To integrate iManage with Excel via iManage Work Desktop for Windows, users should utilize the dedicated iManage tab on the Excel ribbon bar. This allows for efficient document management tasks directly within the Excel interface.

Using iManage Work Server 10.2 with Excel

For those utilizing iManage Work Server 10.2, the integration with Microsoft Excel enables users to manage and interact with Excel documents stored on the server, ensuring that all data is centralized and easily accessible.

Creating and Managing Excel Files in iManage Work

With iManage Work, users have the ability to create new Microsoft Excel (.xlsx) files within a chosen folder. Managing these files is streamlined, as users can also view and edit them using Microsoft Office for the web if they are saved to iManage Work.

Compatibility and Co-authoring Features

iManage's integration with Excel is designed to be compatible with files created in various versions of Microsoft Office, including Office 97-2003. Furthermore, iManage supports co-authoring, allowing multiple users to collaborate on the same Excel document in real-time by using Microsoft Office for the web.

Integrating iManage with Sourcetable

Integrating iManage with Sourcetable offers a range of benefits over the traditional use of Excel. With Sourcetable, users can sync live data from a variety of apps or databases, ensuring that information is up-to-date and accurate. This real-time data synchronization eliminates the need for manual data entry, which can be both time-consuming and prone to errors when using Excel.

Sourcetable's ability to automatically pull in data from multiple sources into a single, unified interface offers a significant advantage for automation. This streamlines workflows, as users no longer have to switch between different platforms or manually combine data sets, which is often the case when relying on Excel. Additionally, Sourcetable's familiar spreadsheet interface allows users to query and manipulate data with ease, enhancing business intelligence capabilities without the steep learning curve of new software.

The integration of iManage with Sourcetable can lead to improved efficiency and accuracy in data management, providing a powerful tool for businesses to make informed decisions based on the most current data available. Unlike Excel, Sourcetable's advanced features for collaboration and version control make it an optimal choice for teams looking to work together seamlessly on complex data-driven projects.

Common Use Cases

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  Customizing the user experience for Excel file interactions within iManage using the imWorkOptions.xml file
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  Simultaneous editing of Excel files by multiple authors using the co-authoring option and OneDriveOnPremHost key
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  Viewing and editing Excel files locally with the OpenInOnlineExcel option
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  Creating new Excel files directly within iManage Work using Microsoft Office for the web
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  Viewing and editing Excel files stored in iManage Work via a web browser

Frequently Asked Questions

Can I use OLE linking for Excel documents in iManage?

Yes, you can use OLE linking within Microsoft Excel documents. However, it is recommended to use this only with Excel 2007 .xlsx formatted documents.

Is cross-application linking supported in the iManage Excel integration?

No, cross application linking is not supported with the iManage Excel integration.

Should I open Excel documents with OLE links directly from the M:\ drive in Windows Explorer?

No, you should not open documents with OLE links directly from the M:\ drive in Windows Explorer.

Can I save or copy container documents directly to iManage Drive using the M:\?

No, you should not copy or save container documents directly to iManage Drive using the M:\.

What should I do if Excel becomes unresponsive when using two monitors with different DPI settings while accessing iManage?

If Microsoft Excel becomes unresponsive when using two monitors with different DPI settings, particularly when accessing Properties and Timelines panels from the iManage Links Manager panel, it is recommended to adjust your display settings for consistent DPI across monitors or avoid using the affected panels until the display settings are consistent.