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* iManage Work for Admins * Update swagger * Add 'For a selected document' trigger and actions for extended metadata * Update property descriptions * New Connector: iManage Insight Plus * Add new action to copy permissions * Update readme.md * Add actions to update custom field * Add wait_for_completion for trigger * Update trigger description * Update data format * Add For selected documents trigger and Search users action * Update readme.md |
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readme.md
iManage Work
iManage is the industry-leading provider of document and email management solutions for knowledge workers. iManage platform organizes and secures the information in documents and emails, so professionals can search for what they need, act on it, and collaborate more effectively. The iManage Work connector enables users to automate repetitive tasks and approval processes while they keep all their files secure in the iManage Work environment.
Publisher: iManage LLC
Prerequisites
The connector is available for all iManage Work customers connecting to cloudimanage.com. First, the Power Automate application will need to be enabled by an administrator of your iManage Work environment. Once enabled, you will need the specific URL for your environment and a login account and password under which the connector can execute actions. For more information, see the FAQ.
Supported Triggers
For a selected document
This trigger allows you to start a workflow for a selected document in iManage Work. Provide a display name that will be shown to users in iManage Work applications. If 'Wait For Completion' is set to 'Yes', you must use the 'Update workflow state' action in your workflow, otherwise applications will eventually time out without indicating the completion state to the user.
For multiple selected documents
This trigger allows you to start a workflow for two or more selected documents in iManage Work. Provide a display name that will be shown to users in iManage Work applications. If 'Wait For Completion' is set to 'Yes', you must use the 'Update workflow state' action in your workflow, otherwise applications will eventually time out without indicating the completion state to the user.
Supported Operations
Upload document
Uploads a file as a new document to the specified folder.
Download document
Downloads a version of a specific document, based on the document ID.
Get document profile
Gets the document properties associated with a specific document ID.
Update document profile
Performs updates on the document profile.
Update current or create new document version
Updates the specified version of a document, or creates a new version. This action can update the profile and content of a document.
Create workspace
Creates a new workspace based on the selected template.
Update workspace
Updates information of the specified workspace.
Get workspace profile
Gets the workspace properties associated with a specific workspace ID.
Search for workspaces
Searches and returns workspaces that match the specified criteria within a library.
Get libraries
Gets a list of libraries to which the user has access.
Get classes
Gets the list of document classes available in a library that match the specified criteria.
Get subclasses
Gets all the library subclasses that match the specified criteria.
Get workspace templates
Gets a list of workspace templates available in a library.
Search for folders
Searches and returns folders that match the specified criteria within a library.
Get user details
Gets information about a user from the specified library.
Get group members
Get details of users that belong to the specified group and match the specified criteria.
Get trustees
Gets a list of trustees with certain permissions for a document, folder or workspace. A trustee can be a user or group.
Edit name-value pairs
Creates, updates or deletes name-value pair properties of a document, folder or workspace.
Update default security
Updates the default security of a document, folder or workspace.
Update permissions
Updates permissions of an object.
Copy document
Copies a document to the specified folder.
Move document
Moves a document to the specified folder.
Add document reference
Adds document reference or document shortcut in another folder.
Get core extended metadata properties of a document
Gets core extended metadata properties of a document.
Set core extended metadata properties on a document
Sets core extended metadata properties on a document.
Search core extended metadata taxonomy node values
Searches for core extended metadata taxonomy node values matching the specified search criteria.
Delete document reference
Deletes the document reference from the specified folder.
Get permissions
Gets user or group access permission properties of a document, folder or workspace. Response properties can vary with user or group permissions.
Promote document version
Promotes an existing version of a document to the latest version. A new version is created from a specified Journal ID or Version and then promoted to latest.
Get document versions
Gets profiles for all versions the current user has access to for a specified document.
Update workflow state
Updates the state of a workflow run. This action can only be used in a workflow that has been created to start with a trigger provided by iManage.
Add document history entry
Adds an entry as an event in the document's history.
Copy permissions
Copies the access permissions, and optionally the default security, from one iManage Work object to another. 'Copy Type' gives you options for how to handle the combination of source and destination permissions. 'Overwrite' updates the target object's users, groups, and permission levels to exactly match the source object's. 'Merge' keeps all the users and groups on the destination object and combines them with the source, but in case of a conflict of permission level on an individual or group: 'Merge (Pessimistic)' takes the lower permission, while 'Merge (Optimistic)' takes the higher permission for the conflicting user or group.
Search users
Searches for iManage Work users matching the specified search criteria.
Obtaining Credentials
If you are an existing iManage Work user, provide your iManage Work credentials to sign in. Otherwise, contact your System Administrator for assistance.
Known Issues and Limitations
For a list of known issues and limitations, visit https://docs.imanage.com/power-automate/index.html.
Frequently Asked Questions
For a list of Frequently Asked Questions, visit https://docs.imanage.com/power-automate/index.html.
Deployment Instructions
To deploy this connector as custom connector in Microsoft Power Automate and Power Apps, visit https://learn.microsoft.com/en-us/connectors/custom-connectors/paconn-cli