Move & Copy Content Between iManage Libraries Without Losing Doc IDs

Move & Copy Content Between iManage Libraries Without Losing Doc IDs

imDocShare Sync

iManage organizes content across a strict hierarchy like tenant, libraries, workspaces, and folders. As firms grow, merge regions, or migrate to iManage Cloud, that content inevitably needs to move.

Doc ID preserved
Permissions intact
Audit-ready moves
100%Doc ID Retention on Move & Copy
4 LevelsLibrary, Workspace, Folder & File
FullAudit Trail on Every Operation
The Challenge

The Challenge

An iManage tenant can hold multiple libraries like Active, Archive, regional libraries for US and UK offices as an example, and more, each containing workspaces, and each workspace containing folders and documents.

Firms restructure this hierarchy constantly: consolidating regional libraries, separating active matters from archived ones, or migrating from on-premises iManage to iManage Cloud.

The risk is that a Doc ID can get regenerated when content changes libraries, breaking citations, cross-references, and the document precedence attorneys depend on.

There's a security risk too. A firm migrating from iManage Work Server to iManage Cloud often completes the migration before it has purchased, installed, and configured Security Policy Manager.

Solution

How imDocShare Sync Solves It

01

Move between libraries

Move entire workspaces between libraries, e.g., from an Active library to an Archive library, without manually rebuilding folder structures.

02

Copy without moving

Duplicate libraries, workspaces, folders, or individual documents between libraries when the original needs to stay in place.

03

Doc ID retention

The original iManage Doc ID is preserved on both move and copy, so existing citations, links, and search results keep resolving correctly.

04

Full audit trail

Every move or copy operation is logged, giving compliance and IT teams a verifiable record of what moved, where, and when.

05

Ethical Wall awareness

Synchronization honors iManage SPM allow/deny permissions, so confidential or conflicted content stays protected.

06

Safe migration staging

Park migrated workspaces in an Archive library until SPM is installed and configured, then move them back to Active.

Scenario

Real-World Scenario

A global law firm was migrating from iManage Work Server to iManage Cloud but hadn't yet purchased Security Policy Manager. Here's how they kept matters protected through the transition — without ever losing a Doc ID.

1 Active → Archive

Move to Archive

The firm moved each migrated workspace from the Active library into an Archive library, preserving every folder ID and document ID.

2 Walled off

Keep matters walled off

The matters stayed walled off in Archive while the firm procured, installed, and configured SPM.

3 Archive → Active

Move back to Active

Once SPM was live, the workspaces moved back from Archive to Active with Doc IDs still intact.

FAQ

Frequently Asked Questions

Does moving content between iManage libraries change the Doc ID?

No. imDocShare Sync preserves the original Doc ID through both move and copy operations between libraries.

Can I move an entire workspace, or only individual documents?

Both. imDocShare Sync supports library-, workspace-, folder-, and file-level move and copy.

Does this respect Ethical Walls?

Yes. imDocShare Sync honors SPM allow/deny permissions throughout the synchronization process.

Can I migrate to iManage Cloud before SPM is configured?

Yes. Move migrated workspaces from the Active library into an Archive library to prevent unauthorized access while you procure, install, and configure SPM.

Summary

Key Takeaways

Move or copy content at the library, workspace, folder, or file level.
Original iManage Doc IDs are preserved on every move and copy.
Ethical Wall permissions are honored throughout, even mid-restructure.
Every operation is logged for a full, audit-ready trail.
Built for iManage Cloud migrations, regional library consolidation, and Active/Archive separation.
Stage workspaces in Archive, then move them back to Active once SPM is configured.

See how imDocShare Sync can restructure your iManage libraries without breaking a single citation.

Request a Demo →