In April 2024 Lupl released a robust update to our DMS integrations that greatly enhanced the features available to iManage users. See the video below for an overview.
This update includes:
- Support for iManage Cloud.
- Seamless access to DMS files and folders: Every Lupl matter can be connected to a workspace in the firm’s DMS, and authenticated users can easily view and access the entirety of the connected DMS workspace from within Lupl.
- Open in Microsoft Word: The system allows users to open their files directly in Microsoft Word (as well as other applications such as Excel and PowerPoint).
- Share DMS files into Lupl: users can now add a file directly from their connected DMS workspace into Lupl.
- Enhanced version control: Users can share documents as attachments or dynamic links, ensuring that everyone accesses the latest version.
- Assign Tasks on Documents: Documents can be added directly to checklists, task lists, or project plans – so the work to be done and the work product sit side-by-side.
- Absolute respect for permissions and ethical walls: This update leverages user authentication, ensuring that the underlying permissions from the DMS are automatically respected in Lupl, with no exceptions.
If you have any questions or would like a walk-through of how to connect iManage to a Lupl matter, send a message to support@lupl.com.