File resource

DMS management API endpoints - API calls to save back documents to DMS

OVERVIEW


Following are the sequence of API calls to save a document back to iManage and update the status in Collaborate

  1. Documents to sync

    Call this method to get the list of documents added in the sync folder in Collaborate, so that they can be downloaded from Collaborate and then uploaded to iManage

  2. Get Folder metadata

    Use this call to get the details of a folder from Collaborate to determine if the folder already exists in iManage or not, using the DMS details for this folder.

  3. Get File metadata

    Call this method to get the DMS metadata details for this file to determine if this file has already been updated in iManage or not

  4. Download file

    Call this method to download the documents that need to be updated in iManage

  5. Update document DMS details

    When a new file is added from Collaborate into iManage we need to get the iManage details and update them in Collaborate for future use and reference. Please note that this call will also update the DMS sync status of the document to synced (green). 

  6.  Document DMS sync status

    Call this method to bulk update the status of documents in Collaborate. Please note that when a document is uploaded into a synced folder in Collaborate the status of the document goes red. When the document is successfully fetched from Collaborate and updated in iManage this API call can be used to change the status of this document from red to green.

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Last Updated: Jun 09,2023