Update a document to the latest iManage version

You brought the document in from iManage, and since then a colleague has saved a new version there: the other side's comments are in, or the draft has moved on. The copy in Juristic is still the version you added. You do not need to find the new version and upload it again; Juristic checks iManage when you open the document and offers to update it.

Update the document

1. Open the document, from the matter's documents or from the event, task or table it is attached to.

2. If you are not signed in to iManage, a banner says This document is stored in iManage. Click Sign in, sign in with your iManage account in the tab that opens, and come back. Juristic then checks for a newer version. You can keep working without signing in; you only miss the check.

3. When iManage holds a newer version, the banner says A newer version of this document is available in iManage. Click update.

   

4. The banner shows Syncing the latest version from iManage with its progress. When it disappears, the document shows the latest version.

If the banner says Could not update the document., click Try Again: Juristic checks iManage again and, if the newer version is still there, offers update once more. If no banner appears, Juristic has no newer version to offer.

Tips from practice

• Check where the document is used first. In the matter's documents, Show uses lists the timelines, boards and other work that refer to it, so you know what the new version will change. See keep the matter's documents in order.
• Check what quotes the old version. Events, tasks and notes written from the document say what the earlier version said. After a substantive new draft, check that they still match.
• Only iManage documents update this way. For a document from SharePoint or NetDocuments, add the new version again: see add documents from iManage, SharePoint or NetDocuments.