Transfer

Facilitate the movement of data between iManage work libraries while ensuring integrity of data, profile, & security information

Often within a document management system, there is a need to move content within or across libraries quickly, easily and without losing the integrity of the content.

Transfer is a quick, user friendly, configurable, cost effective solution for moving content within iManage Work. Transfer also improves user search functionality by moving content to an archive library on a scheduled basis, ensuring that only active content is visible to users. Transfer has two available modules - Admin transfer and Quick Transfer. With Admin Transfer, admin staff can perform mass or ad hoc movement of matters that need to be moved to a different library for purposes like archiving or region change. With Quick Transfer, end users are empowered to move content within or across libraries easily and without involving admin staff.

Accelerate Worksteps

• Automate tasks for moving workspaces and content between iManage libraries.
• Move large volumes of folders and documents from one workspace to another, rapidly and with ease.
• Quickly search and locate workspaces and folders to facilitate transfers.

Maintain Data Accuracy

• Move data between libraries and maintain data integrity, profiles and security.
• Automate content transfer tasks for archiving of matters based on defined criteria or a data defintion.
• Copy missing profiles, users, and groups from a source library to a destination library.

Embrace Flexibility

• Choose between rollback on transfer error or continue to transfer as much content that can be transferred.
• Finish a previous partial transfer by rerunning the task.
• Schedule & automate tasks and view task status on the task management screen.