Frequently Asked Questions

imDocShare is an enterprise integration platform that enables law firms and legal teams to live view, edit, add, attach, sync, search, and provision iManage Work Server 10.2+ or iManage Cloud content directly within Microsoft SharePoint, Microsoft Teams, OneDrive for Business, and web applications, without leaving Microsoft 365.

imDocShare is developed and offered by KLoBot Inc., a subsidiary of KL Software Technologies Inc.

It is designed for law firms, corporate legal departments, Fortune 100 General Counsels, and government agencies that use iManage as their Document Management System (DMS) and Microsoft 365 as their collaboration platform. Trusted by 50+ global law firms.

Yes. KLoBot Inc. is ISO 27001:2022 certified, validating its commitment to enterprise-grade security, privacy, and compliance standards.

No. iManage remains the single secure system of record for governance, compliance, and document management. imDocShare provides live, seamless access to iManage content inside Microsoft 365 platforms without duplicating or copying data.

imDocShare integrates with SharePoint Online, SharePoint on-premises (2013/2016/2019), Microsoft Teams, OneDrive for Business, and Microsoft Office apps (Word, Excel, PowerPoint).

imDocShare supports iManage Work Server 10.2+ and iManage Cloud.

Visit www.imdocshare.com, email contactus@imdocshare.com, or call +1 (201) 743-8550. A 30-minute demo can be scheduled via Calendly at https://calendly.com/ragav/30min.

All content visibility is strictly permission-driven based on the user's native iManage access rights. Users can only see what they are authorized to access in iManage. Permissions, ethical wall controls, and compliance policies are maintained throughout synchronization.

The suite includes: SharePoint App, One Teams App, Sync App, Provisioning App, Co-authoring App, Hybrid Search App, Content Browser App, Attach App, and Admin App.

Users can browse content through Tree View, Folder View, Metadata Folders, Category Folders, and Saved Search Folders — all rendered within SharePoint or Teams interfaces while respecting native iManage permissions.

Law firms use imDocShare for smart archiving (moving inactive matter documents from iManage to SharePoint), business continuity (backing up iManage workspaces to ensure document access during outages), and secure external sharing (syncing selected iManage content with Teams or SharePoint for client collaboration).

Yes. imDocShare Sync enables corporate legal teams to share iManage content with internal stakeholders such as Finance, HR, and Sales who do not have iManage licenses. Those users can collaborate in SharePoint or Teams while iManage remains the authoritative source — requiring zero additional DMS licenses.

It embeds iManage Work Server/Cloud content directly into SharePoint pages using configurable web parts. Users can live-view, edit, and add content from iManage workspaces and folders within SharePoint intranets and extranets.

Yes. imDocShare WebParts can be added to both modern and classic SharePoint pages.

Users can access Cabinets, Workspaces, Folders and Sub-Folders, CollabSpaces, Saved Searches, and Filters stored in iManage Work Server or iManage Cloud.

It is a feature of the SharePoint App that integrates iManage search into SharePoint's unified search experience, allowing users to query across both SharePoint and iManage content sources including metadata and document content from a single interface.

Yes. imDocShare Hybrid Search allows querying across multiple iManage Work Server/Cloud content and SharePoint content sources from one integrated search interface within SharePoint.

Users can preview documents, view in browser (Work Web), check out, co-author, check in, download, rename, delete, lock versions, get secured links, email links, follow documents, create new versions, and add margin notes all from within SharePoint.

It is a Generative AI-powered app that allows users to access any iManage content within Microsoft Teams as a personal app, Team Channel Tab, 1-1 Private Chat, or Teams Meeting tab.

Yes. imDocShare Teams App is the only highly approved third-party app for iManage content in Microsoft Teams.

Attorneys can access recent documents, favorites, emails, matters, and associated Teams in one centralized view. They can search and share secure iManage links in chats, co-author documents, and save Teams conversations with attachments back to iManage as organized PDFs.

It enables saving and archiving Teams conversation threads — including attachments — directly to iManage, supporting compliance and governance requirements.

Yes. Documents from iManage can be shared via secure links in 1-1 or group chats in Microsoft Teams, ensuring data confidentiality and easy access for team members.

Yes. Users can reference iManage content within Teams Posts and conversations, linking relevant documents directly in chat to facilitate discussions and knowledge sharing.

Yes. Files can be synced between iManage and Microsoft Teams Channels in both directions, ensuring content is always current and accessible.

Yes. Teams can add iManage workspaces or folders as Channel Tabs, enabling direct access, uploads, document profiling, drag-and-drop functionality, and Quick Sync.

Search & Filter, Quick Sync (single-click sync), Export Structure (export folder structures), Download & Post, customizable Column Properties, Sort Columns, and a Refresh feature for real-time document version updates.

Yes. It allows real-time and offline co-authoring of iManage content directly within Microsoft Teams, enabling multiple users to collaborate simultaneously.

imDocShare Sync enables seamless, bidirectional or one-way sync between iManage Work Server/Cloud and Microsoft 365 services including SharePoint, Microsoft Teams, OneDrive for Business, and Network File Shares.

Sync can be configured at the level of entire libraries, individual workspaces, folders and subfolders, or specific files, giving firms granular control over scope.

Yes. Firms can configure imDocShare Sync for one-way or bidirectional synchronization depending on their governance and operational needs. Changes in SharePoint, Teams, or OneDrive can be synced back to iManage, or vice versa.

Yes. imDocShare Sync preserves 100% of metadata (iManage Profile fields synced to SharePoint columns), folder structures, document versions, and permissions including iManage SPM ethical wall alignment, preventing unauthorized access to synced content in SharePoint.

While Teams and SharePoint are optimized for collaboration, iManage remains the secure compliance and governance repository. Content edited in collaborative platforms is automatically synchronized back to iManage for archiving, retention, and record-keeping.

It maintains a single source of truth in iManage by syncing documents as intelligent links rather than copies, eliminating version confusion across platforms.

imDocShare Sync proactively detects SharePoint path length limits and filename character violations before sync begins. It automatically normalizes or truncates filenames while preserving the original iManage filename in a dedicated SharePoint metadata column, so no data fidelity is ever lost.

Yes. Network interruptions, API throttling, and temporary lock conditions are automatically retried with built-in retry policies, eliminating manual intervention and ensuring synchronization continuity.

Yes. Administrators can pre-configure sync jobs when provisioning Teams, ensuring iManage workspace content is automatically synchronized to the corresponding Team from day one.

Yes. Document identifiers (DocIDs) and full audit trails are preserved during all move and copy operations for compliance.

By synchronizing personal workspaces to OneDrive, attorneys can work offline. Once connectivity is restored, all changes are automatically synchronized back to iManage.

Yes. imDocShare Sync enables secure client-facing portals through SharePoint Extranets, where documents are synchronized with iManage. Clients can collaborate without iManage licenses while governance and compliance are maintained end-to-end.

Yes. As an alternative to SharePoint Extranets, imDocShare Sync supports synchronization with Teams Shared Channels, allowing firms to collaborate securely with external users while maintaining controlled sync with iManage.

Yes. imDocShare Sync can back up iManage content to SharePoint. In the event of temporary iManage unavailability, users continue accessing content from SharePoint with zero productivity loss. Changes are synced back once iManage is restored.

Yes. imDocShare Sync supports structured and secure migration of content from legacy network file shares into SharePoint and Microsoft Teams, enabling firms to retire network shares while maintaining continuity.

Firms can automatically move inactive matter documents from iManage to SharePoint, optimizing iManage storage while keeping historical content accessible through the SharePoint Extranet or Teams.

It automates the entire lifecycle of Microsoft Teams, SharePoint sites, channels, tabs, and sync jobs. Provisioning is template-based, tied to matter or client onboarding workflows, and fully auditable with centralized governance.

Yes. It automatically creates Teams, internal and shared channels, SharePoint sites, iManage tabs, and associated sync jobs using predefined templates; triggered by attorney, assistant, or intake team requests.

Yes. It supports bulk creation, updating, or deletion of multiple Teams and Channels simultaneously — ideal for large-scale deployments.

Administrators define templates with specific channels, tabs, metadata fields, permissions, and governance rules. These templates standardize how Teams and SharePoint sites are created for each new matter or client.

Yes. It creates secure SharePoint Extranet sites for external users and supports Microsoft Entra B2B direct connect for shared Teams channels, with documents synced to iManage for centralized governance.

Yes. REST API support and integration with Microsoft Power Automate enable custom workflows and automated provisioning across thousands of Teams and Channels.

Yes. Teams, Channels, and Tabs can be archived into iManage after collaboration concludes, ensuring proper content lifecycle management.

It enables multiple users to simultaneously co-author Office documents (Word, Excel — version 2013 or later) saved in iManage Work Server 10.2+ or iManage Cloud directly within Microsoft SharePoint and Teams, using native Office client applications on their laptops.

Yes. imDocShare enables real-time (live) and offline co-authoring of iManage Work Server content in Microsoft Teams, allowing multiple users to collaborate simultaneously.

Changes are tracked in iManage Documents' Document History, and bi-directional sync ensures both Teams and iManage always reflect the latest version. Detailed version histories are maintained on both platforms.

Co-authoring streamlines document review and contract creation, eliminates manual version management, and ensures secure, efficient collaboration — all without leaving Microsoft 365.

It allows users to attach iManage documents and folders as hyperlinks to Microsoft SharePoint list items or documents, automating the linking process between the two platforms.

Individual documents, folders, and entire workspaces from iManage can all be linked to SharePoint lists or document libraries.

By automating hyperlink creation between iManage and SharePoint, it eliminates repetitive manual steps, streamlines document reference management, and reduces the risk of broken or incorrect links.

It enables developers to look up and reference any iManage Work Server or iManage Cloud content sources within their .NET, PHP, Java, or Full Stack web applications.

It is a centralized management tool that allows administrators to enforce and manage imDocShare settings, and to enable, disable, or set default values for configuration properties that can be modified by Page Admins in SharePoint WebParts or by users in Teams Channel Tabs.

All content access is strictly governed by the user's native iManage permissions. Ethical wall controls (iManage SPM) are enforced in SharePoint and Teams, and full audit trails are maintained for all sync and access activity.

Yes. imDocShare Sync fully supports iManage Security Policy Manager (SPM), enforcing ethical wall alignment in SharePoint so that synced content cannot be accessed by unauthorized users.

Yes. Structured audit logs are maintained for all synchronization activity, capturing error category, severity level, and timestamps for every event, accessible for compliance review and forensic investigation.

Documents edited in Teams are automatically synchronized back to iManage via bi-directional sync, maintaining version control and compliance with iManage governance rules.

Yes. imDocShare Sync backs up iManage content to SharePoint, enabling staff to continue working from SharePoint if iManage is temporarily unavailable, with all changes synced back once service is restored.

Three plans are available: (1) Standard — $1,800/month (payable monthly) or $20,000/year (payable annually) for up to 500 users per tenant/farm. (2) Teams App Pro — $6/user/month on annual commitment (minimum 5 users). (3) Enterprise — custom annual pricing, call +1 (201) 743-8550 or schedule a call for details.

Yes. All plans include support, hotfixes, and upgrades. The first year of basic technical support is included at no additional charge.

imDocShare is licensed per tenant or farm. It is a non-transferable, non-exclusive right to use and execute imDocShare on a single Microsoft Office 365 SharePoint Online Tenant or Microsoft SharePoint on-premises farm. Use across multiple tenants requires separate licenses.

Support includes access to the My imDocShare Support Portal via https://www.imdocshare.com/documentation/.

Yes. imDocShare can be used with SharePoint Online (Office 365) or SharePoint 2013, 2016, and 2019 on-premises environments.

Visit imdocshare.com to schedule a 30-minute demo via https://calendly.com/ragav/30min, explore the product suite, download the brochure, or contact the sales team. The Teams App is also available to install directly from Microsoft AppSource at https://appsource.microsoft.com/en-us/product/office/wa200002156.

imDocShare offers FAQs (imdocshare.com/faq), product Videos, Webinars (live and on-demand), a Blog, Press Releases, Case Studies, White Papers, Documentation, and Release Notes — all accessible from the Resources menu.

Yes. Visit imdocshare.com/partners to apply.