Use the iManage multiselect versioning tool
To use the iManage multiselect versioning tool, you'll need to make sure you've uploaded your documents into SimplyAgree using the iManage integration - you can tell which documents have been uploaded using the iManage integration by looking for a small iManage icon next to each document name.
As your transaction documents reach their final form in iManage, it's time to use the multiselect versioning tool!
- On your Transaction Overview page, select the first document by clicking on the whitespace of the document card
- Hold down the
Shift key
and click on another document to select a range of documents - Or the
Control/Command key
and while holding down that key, select any additional documents you'd like to check - Toward the top of the screen, click on the icon that looks like rotating arrows as a magnifying glass to check for new document versions. If there is a new version available, a blue button will appear on the right side of each document
- Click on the icon of rotating arrows with a + sign in the middle to import all new versions.
- When all new versions have been imported, a green icon will appear on the right side
- Click on each of the green icons to apply each of the new versions
- Confirm the placement of your signature pages by dragging and dropping the green "Signature Page" block below the signature page preview
- Click "Add version"