Enable “Recent Interviews” when running templates from inside iManage

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.

 

Enabling “Recent” Interviews (when running from inside iManage only)

 

To enable users to run Recent interviews, insert the following onto your templates:

«SetCustomDocumentProperty(ClientID,)»
«SetCustomDocumentProperty(MatterID,

Note that this could be done using an IncludeTemplate, meaning that you would not need this on every template you intend running out of iManage.