Excel Integration

Integrate Imanage with Excel

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    Integrating iManage with Excel is a transformative move for organizations looking to streamline document management and collaboration within the familiar environment of Microsoft Excel. This integration not only enhances productivity by allowing users to create, view, and edit Excel documents directly within iManage Work, but it also supports real-time co-authoring, ensuring team members can work simultaneously without the hurdles of version control or document locking. On this landing page, we will delve into the reasons to integrate iManage with Excel, necessary setup requirements, detailed integration steps, practical use cases, effective troubleshooting methods, and a helpful Q&A section to address your inquiries.

    The seamless fusion of iManage and Excel paves the way for a more efficient and connected workspace. As we explore the integration process, you'll discover how leveraging iManage Work Desktop for Windows with Excel, connecting to iManage Work Server 10.2, and customizing your experience with imWorkOptions.xml can significantly enhance your document management system. Whether you're a first-time user or looking to optimize your existing setup, this page will provide you with comprehensive insights and guidance on making the most of your iManage integration with Excel.

    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.

    Sourcetable Integration

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


    In conclusion, leveraging iManage integration with Excel streamlines workflows by enabling users to create, view, edit, and co-author Excel files directly within iManage Work using Microsoft Office for the web from any browser. This seamless integration enhances collaboration and ensures that managing the properties of Excel files is possible even when they are checked out. Additionally, adopting best practices such as saving documents as PDFs and utilizing the Versions feature to compare document versions can significantly improve document management efficiency. However, if you're looking for an alternative to integration, consider using Sourcetable. It offers a simplified and powerful solution for your data management needs. Sign up for Sourcetable to get started and experience the benefits firsthand.

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