iManage Export

MacroAgility’s Export Master allows you to store, proliferate and archive essential documents quickly and easily

Essential file transfers—even large ones—just got a lot easier. MacroAgility’s Export Master Tool was designed to make the process fast and economical. Schedule periodic transfers, or customize a case-specific export of documents and folders from iManage Work to local system.

The Challenges

Companies and firms of all sizes frequently need to engage larger client-based lateral file transfers. In the past, such transfers had to be accomplished one file at a time, wasting countless work hours in repetitive task commitment.

Thankfully, technology has caught up with necessity. File losses due to an inability to maintain folder or directory structure, inefficiencies associated with piecemeal exports, and lost work hours due to regularly scheduled file transfers are neatly dispatched using MacroAgility’s Export Master Tool.

The Solution

MacroAgility’s Export Master Tool brings set-and-forget simplicity and efficiency to regularly scheduled or customized large file transfers. It was designed to liberate office work hours, and to that end it allows for a series of transfer parameters that make the process of exporting file groups incredibly easy.

File series may be searched, linked and exported from iManage Work to Windows keeping all folder structure and metadata intact. Files may be harvested from multiple workspaces. Folder structure is retained, making post-transfer cleanup a non-issue, and accelerating the sort-and-locate process. And custom mass exports can be accomplished in a fraction of the tradition time needed.

Export Master Benefits

Enhanced Productivity: The streamlined file transfer process is engineered for simplicity, allowing users to handle large datasets with ease, leading to a more productive and less frustrating experience.
Customized Data Export: Flexible export options give users control over how and when data is exported, ensuring that data fits seamlessly into existing workflows while maintaining data integrity.
Assured Compliance and Reliability: Adherence to iManage Universal API standards not only ensures compliance with regulatory requirements but also guarantees reliable software performance, providing peace of mind to businesses.
Data Integrity Preservation: Comprehensive data retention and accessibility, vital for historical accuracy and audit trails.
Error-Free Transfers: Reduces the risk of transfer errors.
Simplified File Management: Character replacement functionality addresses common file naming issues, simplifying file management and avoiding potential system conflicts.
Enhanced Compatibility: Customizable folder path lengths improve export compatibility with various storage destinations, preventing common errors related to path limitations.
System Flexibility: Setting maximum filename lengths ensures exports are compatible across different file systems, reducing the need for post-export adjustments.
Organizational Clarity: Export structure customization options allow users to replicate DMS folder hierarchies or export complete datasets, providing clarity and maintaining organizational standards.
Complete Data Package: The complete data export feature, including both folders and documents in csv format, ensures that no critical information is overlooked, offering a comprehensive data overview.
Focused Data Extraction: The email exclusion option enables users to tailor the export process to their specific needs, eliminating unnecessary data and focusing on what’s truly important.
Export Multiple Workspace, Document or Folder
Export full Folder structure
Schedule and Customize Exports
Search based on various criteria
Mass Document Export

Export Master Key Features

Streamlined File Transfers: Designed for simplicity, this feature enhances the transfer process for large datasets, providing an intuitive experience for users.
Flexible Export Options: Allows for the or immediate export of documents and folders, preserving the original structure and metadata for each.
Regulatory Compliance: Complies with iManage Universal API standards, guaranteeing dependable performance and adherence to guidelines.
Comprehensive Document Export: Supports the export of all document versions, along with relevant metadata, in universally recognized formats.
File Path Management: Corrects issues with lengthy file paths and invalid characters to ensure smooth file transfers.
Tailored Export Solutions: The capability to export complete workspaces and folders, including their structures, streamlines organizational processes. Conditional document export based on specific criteria allows for precise data management, focusing on relevant data.
Character Replacement: Offers an automatic substitution for problematic characters within file names, with a preset default option.
Folder Path Customization: Enables users to specify the maximum path length for exports, improving compatibility with target destinations.
Filename Constraints: Allows setting a maximum filename length to ensure compatibility with various file systems, with a preset default.
Export Structure Customization: Users can select how exported data is organized, offering:
Folder structure only: Ideal for replicating the DMS’s folder hierarchy without exporting the files.
Complete Data Export: Includes both folders and their contents, ensuring a complete data package with csv file. Guarantees the export of all selected documents and folders, ensuring no data is left behind.
Email Exclusion Option: Provides a filter to exclude emails from the export process, tailoring the output to user needs.

Get the Export Master Tool

Please contact one of our consultants if you have any questions about our Export Master Tool, or if you’d like to hear more about how implementing this tool can uniquely benefit your firm.

Request A Free Demo

Trusted By Many Professionals

Over 1 million professionals worldwide depend on the iManage Document Management System every day to efficiently process their legal documents and emails, and collaborate more fluidly. MacroAgility Systems has been a trusted advisor for many of these firms who have learned a new definition of efficiency using iManage DMS platform.

FMJ Testimonial

“I recently had the opportunity to work with MacroAgility on a critical project, migrating our on-prem iManage Filesite to the Cloud iManage. Throughout the project, MacroAgility consistently demonstrated a thorough and well-thought-out plan of attack for the migration. Their frequent communication regarding the process made us feel like we were a part of the process every step of the way. MacroAgility truly felt like a partner committed to the process and how it worked for our company individually. They ran efficient meetings to talk about progress and next steps while also being mindful of not wasting too much time. What I particularly liked about their approach was that everyone I worked with had a keen understanding of what they were dealing with. Any potential hiccups were acknowledged and resolved in a very timely manner. In summary, the experience was wonderful. The customer service was top-notch, the migration was well thought out and planned with great attention to detail. At our firm this project has been considered by many to be the smoothest software transition/migration they've experienced. I would absolutely recommend MacroAgility.”

Dan Ruzicka

IT & Facilities Manager / FMJ

Testimonial 9

“We first experienced MacroAgility's immediate help when we needed help with our DMS communication server after we migrated Microsoft Exchange to the cloud. A few months later, MacroAgility implemented iManage Share with our existing iManage Work DMS system. MacroAgitliy worked according to our schedule and completed the project in a timely fashion. We appreciate their assistance with our DMS technology needs, and we would recommend Macroagility to other firms.”

Steve Baer

Application Specialist at Pallet Valo LLP

Testimonial 8

“Due to ransomware attack, we took a paradigm shift to exchange and outlook online in the cloud. We thus faced the challenge of migrating the on-prem iManage to the cloud bearing in mind our unique environment. MacroAgility rose up to the occasion rendering prompt, efficient and exceptional services that saw to the successful and satisfactory restoration of services to a level much appreciated by the GN. We hope to be able to work with them on future initiatives.”

Roy Egbuna

Manager Informatics Projects at Government of Nunavut

Testimonial 7

"iManage was the right step to take for the Firm. Lawyers appreciate iManage functionalities and capabilities. iManage became even more important in the pandemic situation as it is hard to imagine managing legal cases not having iManage document management system in place. Working with the MacroAgility implementation team was an utmost professional and pleasurable experience. The MacroAgility systems team members, no doubt, are specialists at managing and organizing projects with delivering exceptional customer service. The Lawyers and Staff members were happy with the training provided by MacroAgility and found group and individual training sessions very educational and helpful. We will be looking to work with them again in the near future."

Lia Lomtadze-Dedina

Director of Business Operations at Filion Wakely LLP

Testimonial 5

"We were struggling with iManage integration with Gmail. MacroAgility were professional and patient and managed to resolve our issues and integrate our system. Super friendly, very professional and extremely competent"

Colin Short

Chief Information Officer at Adams&Adams

Testimonial 6

" We did not have the know-how to deploy iManage Work in-house. MacroAgility deployed a hosted instance of iManage Work for us. MacroAgility also provided training to our developer on the iManage SDK. Additionally, MacroAgiloity supported our deployment and answered our development questions. The deployment has gone well for several years. Macroagility is an iManage Work expert. It is a pleasure to work with them. They are very knowledgeable, use time productively and are very good communicators. We were fortunate to work with MacroAgility and recommend them heartily. "

Maureen Blando, PMP

President and COO at Mobile Helix

Testimonial 4

"Our technology services group excels in operational excellence and providing innovative solutions to our clients. MacroAgility was hired to work on a transformation project involving migration of our current DMS to iManage platform. MacroAgility’s expertise related to iManage experience, knowledge around various technical components and focus on client experience helped us tremendously."

Amit Bhagi

Director Enterprise Architecture at Borden Ladner Gervais (BLG)

Testimonial 2

"MacroAgility is proactive and tireless contributor who has in depth knowledge of WorkSite document management system and other iManage products. MacroAgility soft skills and a unique capacity for empathy has allowed them to motivate a team to care about its project. MacroAgility is always a go-to company for any WorkSite and development issues resolution and has demonstrated tremendous problem-solving skills."

Kim MacKay, PMP

National IT Project Manager at Gowling Lafleur Henderson LLP

Testimonial 1

"MacroAgility provided extremely valuable technical skills on our iManage Document Management System (DMS) Email Management and Desksite firm-wide implementation and rollout. MacroAgility was a technical key success factor in this high impact rollout."

Lynda Chandika Neil, PMP, MoP, CSM

PMO Leader, Business Driven Delivery at McMillan LLP

Awards and Certifications

System Engineer

iManage Certified System
Engineer

Upgrade

iManage Work 10.X
upgrade Certificate

Application

iManage Application
Essential Certification

Administration

iManage Hosted work
fundamentals and admin
certification

Technology

iManage Technology
Certification

Threat Manager and Security

Threat Manager and Security Policy
Manager Certification

MacroAgility’s Export Master was designed to automate transfers, archiving, and collaborative sharing of documents with minimal oversight

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MacroAgility’s Export Manager dramatically simplifies mass and custom-criteria exporting of documents and folders to a local system. MacroAgility designed this application to provide law firms and financial firms with a quick and convenient way to export workspaces and folders from the iManage DMS.

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Speak to one of our consultants today to discover how one or more MacroAgility custom-designed iManage integration products can enhance workflow and productivity at your law firm, corporate legal firm, or financial firm.