for iManage
The Advantys WorkflowGen workflow solution is fully integrated with iManage Work to provide comprehensive 
document handling and workflow capabilities.
WorkflowGen for iManage Work brings together best-of-breed document management and workflow applications.
Client Interface
 
Users can launch new workflow processes directly from iManage's client interfaces (FileSite, DeskSite, WorkSite Web and SharePoint) using the standard "right-click" menu functionality against the selected documents. 
Document Approval Workflow
Add process automation and compliance to iManage Work with Advantys WorkflowGen.
Bidirectional integration allows visibility into the iManage document repository from within a workflow application, allowing users to search and attach documents directly from the repository. 
The WorkflowGen End User Module can be embedded with the WorkSite Web or SharePoint environment to provide users with easy access to launch new processes or manage ongoing processes and actions to-do. 
 
Additionally processes can be called directly from a URL allowing highly customised portal environments to display specific WorkflowGen processes within link lists.
Document Approval Form
Key features: 
  
  • Data captured throughout the course of a workflow can be mapped and filed as metadata against documents within the repository.
  • Existing document metadata can be updated dynamically, allowing a document’s status to be changed as it passes through each approval action.
  • Documents uploaded as part of a workflow process can be filed to a "library > workspace > folder structure" as defined within a workflow definition. 
  • Workflow forms and data used during a process can be "packaged" (i.e. converted to PDF), filed and related to the relevant documents stored within the repository. 
  • Supports the Creation and Management of Workspaces and custom metadata. 

FREE Document Approval for iManage

OIA is pleased to announce that with WorkflowGen, a leading workflow and process management tool, iManage Work customers can now implement a Document Approval process for FREE*.
 
WorkflowGen is a full function workflow creation tool that offers the creation of Forms and Business Rules without the need for programming. OIA’s Document Approval process for iManage provides users with an easy right-click option from their usual iManage Work interface (DeskSite or FileSite), which allows users to select deadlines, reviewers and provide instructions before sending the workflow on its way.
 
Gone are the days of paper forms and broadcast untrackable e-mails, drive policy acceptance and deliver productivity gains with WorkflowGen and its capability to set workflow time limits, define and monitor multi approver processes, report on workflow progress and exception alerting.
 
 
WorkflowGen’s tight integration with iManage Work utilises your underlying user directory, and records details of the approval cycle in the document history whilst maintaining the document status throughout.
 
Users can track the process of their approvals via the easy to use WorkflowGen dashboard.
The process for implementing this FREE workflow is simple.  Visit this page to download a fully functional version of WorkflowGen, then contact OIA for details on how to get the Document Approval process and assistance with installing it into your iManage Work environment.
 
Document Approval is just one of the many possibilities of using WorkflowGen with iManage. Click to see how process automation can enhance efficiencies throughout your organisation.
 
*FREE version of WorkflowGen subject to Advantys licence terms and conditions; OIA Document Approval for iManage provided on an as-built basis; Support Packages available for implementation, training and process modifications.

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