Add documents from iManage
If you are experiencing issues with uploading documents from your Document Management System, you likely just need to enable pop-ups in your browser to begin using your DMS integration! Please see below for instructions on how to enable pop-ups for your web browser.
- If you are using Google Chrome: Google Chrome pop up instructions
- If you are using Microsoft Edge: Microsoft Edge pop up instructions
- If you are using Apple Safari: Apple Safari pop up instructions
- If you are using Mozilla Firefox: Mozilla Firefox pop up instructions
To add documents to SimplyAgree directly from iManage:
- Navigate to the Transaction Overview page in SimplyAgree by clicking the transaction name in the top left corner of the screen
- Click the "iManage" icon in the "Upload queue" panel on the bottom left-hand side of your screen, or expand the "Upload queue" panel by clicking the ^ symbol and then clicking the iManage button
- When the iManage pop-up appears, sign in and select the documents you'd like to add to SimplyAgree
- Click Add to SimplyAgree
- Click the "X" in the top right corner to close the pop-up
- Once the documents have been uploaded, select the appropriate document status and then click Add to transaction