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iManage Integration for Salesforce Powered by Mitratech CaseCloud™
iManage Integration for Salesforce powered by Mitratech CaseCloud™
Overview
The iManage integration connector allows teams to access their iManage documents and folders from inside their Salesforce instance. They can create, view and edit files and folders in the context of the records they are viewing.
See How iManage Integration for Salesforce Powered by Mitratech CaseCloud™ Works
Mitratech’s iManage integration connector can be mapped to files and folders on your iManage site via a drag-and-drop or a friendly dialog.
Documents can be opened directly in iManage and new documents, spreadsheets and presentations can be created from within the connector.
For every matter, the user has an option to connect to an existing folder in iManage or one can be created on-the-go.
Mitratech DMS integrations prioritize robust security, ensuring sensitive information is protected with the highest data protection standards and controlled access.
Integrations empower businesses to manage documents with ease, including custom workflows tailored to specific needs and industries.
Automated notifications keep teams informed and on top of crucial updates.
My Favorites allow users to view and manage a list of folders as shortcuts they frequently use.
Mitratech offers a suite of Document Management System integrations for Google Drive, iManage, NetDocuments and SharePoint. These connectors streamline document management for Salesforce customers by eliminating the need to switch between multiple platforms. The connectors are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface, boosting productivity and optimizing document management workflows. Mitratech’s DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration. Key Benefits of Mitratech DMS Integrations: • Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface. • Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team. • Unified collaboration: Foster seamless collaboration on a single platform.
Categories
- Business Needs
- ProductivityCollaborationDocument Management
- Industries
- GovernmentHigh TechProfessional Services
- Personas
- Business Operations ManagerSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Accessible SolutionThis company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report - No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageAccessible Solution