iManage/Worksite Documents Don’t Check Back in

May 30, 2019Research

Reason #1 > Add in is Disabled

Symptoms:

iManage Ribbon is missing
Save and open default to local dialogs
Document does not check in on close
History shows checkin was application DeskSite or Outlook vs. Word, Excel, PPT

Cause:

Application Crash
Load Behavior: 0 or 2 = Disabled ( 3 = Enabled )

Solution 9.x

Add iManage Add ins to the DoNotDisableAddinList for each application
(Only available for Office 2013 and later)

Solution 9.3.2 and later

Installer now adds Work addins to these registry keys automatically

User clicks Yes to disable the Addin , it can still be disabled.

9.x Office Add in

Name of Add IN :

WorkSiteOffice2007Addins.Connect

Its a Com-integration

Work 10 Office Addin

Imanage.ApplicationVSTOAddin.15

Its a VSTO

Adobe Reader

Work 9.x Adobe Addin

iManAcrobat10.api ( https://mega.nz/#!HZQUBAJT!zVK9TphY6HLlnlv98Gzvgp7lIkRqiCkALEtRqMSLzJI )
iManAcrobatReader10.api ( https://mega.nz/#!6FByFA6Q!njcPUo2eMEeuE2Kw-ebJhfXzRKEIQaYuaoNU1rqA0Yg )
iManAcrobatRes.dll ( https://mega.nz/#F!WMBQSCCT!d52KsDZNZjC4h8awHtmXOQ )

Work 10 Adobe Addin

iManageWorkPlugin.api
iManageWorkPluginRd.api
iManageWorkPluginRes.dll

Reason #2 > PRF is left behind

Work 9.X

Checkout: File and PRF copied from File Store to NrPorbl

Checkin : File and PRF copied to NRTEcho

PRF can be modified

Software keeps handle on the PRF

Work 10

Checkout: Hidden PRF attached

Checkin Document and PRF stay in folder

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Worksite/iManage How to relate one document to another

January 29, 2015Random

Please refer to below steps to relate one document to another.

Method 1

To relate documents together highlight one or more documents that you want related to the other document. Then press Ctrl-c on the keyboard to perform a copy.
Right click on the second document you want to relate the first document(s) to and select Document Info -> Related Documents.
The Related Documents window will appear. Press Ctrl-v to add the first document(s) to related documents window which will relate the documents together.
Close the related documents window when done. Please refer to attached images for more information.

Method 2

Right click on the first document you want to and select Document Info -> Related Documents. The Related Documents window will appear

Change the size of the Outlook window so you can see the related documents window behind it.
Drag and drop the one or more other documents to the related documents window to relate the documents together.