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Adding documents from iManage to your bundle
Adding documents from iManage to your bundle

How to add documents stored in iManage to your bundle.

Updated over 3 months ago

To add iManage documents to your bundle, open your bundle to the main bundle page. From here you are able to click the "Add new" button to open the add menu.

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With the add menu now open, you should see a tab with the iManage logo on the top. Click this tab to start browsing your iManage matters and documents.

You are able to open a matter either by left-clicking it in the list (this list will dynamically load as you scroll down). Alternatively, you are able to search for a specific matter using the search bar in the top right.

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To open a matter, simply left-click on it. This will open up the matter to reveal its contents, shown below:

  1. This is the breadcrumb navigation trail, you can use this to navigate through your matters

  2. Here you will see all folders contained in your selected matter. You can left-click on these folders to open them, view your documents and then use the breadcrumb trail to navigate back

  3. This search bar can be used to search for folders and documents contained in your selected matter


To add documents, simply left-click your selected document. You are able to select multiple documents at the same time - your selected documents will be highlighted in yellow and appear in a list on the right. To deselect a document, left-click it again.

Once you have all of your documents selected, you must choose which section to add these to. To do this, you can use the section selection dropdown in the bottom right, next to the "Add" button. Once this is complete, clicking the "Add" button will add the selected documents to your selected section.

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