Release Notes – Version 4

imDocShare V4.2.8.0816

Release Date: (August 16, 2026)

imDocShare Sync app

  • Added Power Automate–based auto-creation of Sync Jobs and SharePoint destinations for new iManage workspaces.
  • Added "Sync Checked Out Files" toggle - files always sync now; toggle only controls checkout status visibility.
  • Added Shared Checkout (co-authoring) support - checkout status shows only while multiple users have the file open, and content syncs once as a single version when the file is finally closed.

imDocShare Provisioning app

  • Added folder and subfolder creation support within Teams channels and templates.
  • Added folder-level sync option, with rules to prevent conflicting Team/Channel/Folder sync.
  • Added sync status icons at Team, Channel, and Folder level to avoid duplicate sync creation.
  • Auto-applies iManage Client/Matter permissions to newly created Microsoft Teams and SharePoint Sites.
  • Auto-generates Workspace Name and suggests templates/folders based on Library, Client, and Matter from create requests, Teams.
  • Allows creating additional workspaces for an existing Client/Matter combination, with duplicate-name checks.

imDocShare V4.2.7.0802

Release Date: (August 02, 2026)

imDocShare Sync app

  • Added Day & Time Scheduling for sync jobs with Outlook-style recurrence, so jobs can run at precise off-peak times instead of random intervals.
  • Added visibility and admin-configurable replacement rules for illegal filename characters across all sync types.
  • Added Search, Filter, and Sort in the Sync Admin Jobs list for faster job lookup and management.
  • Improved Reporting Dashboard with actionable job health metrics and a macro-level view of all jobs.
  • Added inline hover error details in the Scheduled Jobs Status column, removing the need to open logs to see why a job failed.
  • Added proactive alerting with plain-language root cause details for failed sync jobs (e.g. disk space, scheduler stopped, API timeout), reducing manual log investigation.

imDocShare V4.2.6.0712

Release Date: (July 12, 2026)

imDocShare Sync app

  • Added Intelligent Filename Handling for iManage ↔ SharePoint/OneDrive/Teams sync jobs (unidirectional & bidirectional), including automatic filename and folder path length trimming to stay within destination platform limits.
  • Added automatic special character normalization - special characters unsupported by SharePoint/OneDrive/Teams are now removed automatically prior to sync, ensuring files sync successfully without manual intervention.
  • Added preservation of the original iManage filename in the destination Title/metadata column whenever a file name is trimmed or normalized, ensuring traceability and searchability by original name.
  • Added a "Delete from iManage" option during migration jobs, allowing admins to configure Hard Delete or Soft Delete behavior for source documents after migration.
  • Added Consolidated Error Log Report with error category and severity classification, reducing repetitive log noise and making sync failures easier to distinguish true sync failures from informational entries quickly.
  • Added support for Lookup column mapping between iManage and SharePoint/OneDrive/Teams metadata fields, across one-way and bidirectional sync jobs, with safeguards to prevent unintended overwrites on recurring syncs.
  • Added Governance mapping of iManage SPM (Ethical Wall) policies to SharePoint permissions - one-way policy-to-permission translation from iManage to SharePoint, with bidirectional ACL synchronization between the two systems.

imDocShare V4.2.5.0530

Release Date: (May 30, 2026)

New Features

imDocShare SharePoint app

  • Added Modern Document View with Grid/List layout support and enhanced document browsing experience.

imDocShare V4.2.4.0509

Release Date: (May 09, 2026)

New Features

imDocShare Provisioning app

  • Introduced Teams and Channel Archival with Conversation Preservation in iManage, enabling users to archive Teams/Channels while preserving conversations for future reference.

imDocShare SharePoint app

  • Introduced Inline Document Preview for Excel (xls, xlsx), Image file types, TXT/RTF, and MSG/EML files directly within SharePoint.

imDocShare V4.2.3.0425

Release Date: (April 25, 2026)

New Features

imDocShare Hybrid Search app

  • Added “Recent 5 Searches” to quickly view and reuse latest searches (user-specific, most recent first, available in both hybrid Search Web Part & Extension).

imDocShare SharePoint app

  • Context menu now available in Compact View, enabling users to access item actions similar to Normal View for a consistent experience.

imDocShare Sync app

  • New “All Jobs” consolidated Scheduled Jobs view, to see all scheduled sync jobs in one place.
  • Supports friendly Sync job naming and search scheduled jobs by name.

imDocShare V4.2.2.0330

Release Date: (March 30, 2026)

New Features

imDocShare Hybrid Search app

  • Introduced Hybrid Search – Multi Configuration Support, enabling users to configure and switch between Config 1 (default) and Config 2 in SharePoint for the hybrid search extension.
  • Enabled admin control through the “Hybrid Search Multi Configuration” toggle in imDocShare Admin based on the license setting, supporting both single and multi-configuration modes.
  • Ensured backward compatibility by retaining existing configurations under Config 1 and introducing separate storage for Config 2.

imDocShare V4.2.1.0314

Release Date: (March 14, 2026)

Bug Fixes

imDocShare Hybrid Search app

  • Improved search box display behaviour on SharePoint sites within the Hybrid Search extension.

imDocShare V4.1.7.0124

Release Date: (January 24, 2026)

New Feature

imDocShare Hybrid Search app

  • Enhanced the Messages tab experience in imDocShare Hybrid Search to provide more consistent and familiar interface for users.

imDocShare Sync app

  • Connection Settings to support SharePoint Certificate-Only Authentication, enabling secure authentication without relying on client secrets.
  • Introduced the ability to create Sync jobs to synchronize files from the iManage Work server to SharePoint, Microsoft Teams, and OneDrive, supporting both unidirectional and bidirectional synchronization scenarios.

Bug Fixes

imDocShare Hybrid Search app

  • Improved the display behavior of Hybrid Search, such as filters, when configured in the French language, ensuring proper localization and consistent user experience.

imDocShare V4.1.2.0717

Release Date: (July 17, 2025)

New Feature

imDocShare Hybrid Search app

  • Enhanced Hybrid Search to display results from SharePoint List Items and Libraries within the search extension interface.

imDocShare V4.1.0.0523

Release Date: (May 23, 2025)

New Features

imDocShare SharePoint app

  • Filter Documents
    A new config setting enables users to apply filters and display only the relevant documents.
  • Document View
    Users can now display documents from multiple iManage libraries by entering document IDs separated by semicolons in the config builder, using a new view type called 'Document View'.
  • Dynamic View Source Display Based on User Location
    The Dynamic View Webpart now supports displaying content from a specific library based on the user's location, as mapped in the config settings, using query parameters or JSON.

imDocShare V4.0.1.0414

Release Date: (April 14, 2025)

New Features

imDocShare Hybrid Search app

  • Partial Keyword Search Based on Configuration
    The search extension and results page now support partial keyword searches, based on a configurable setting that enables this feature.
  • Single-Character Search Support
    Users can now perform searches using a single character.

imDocShare V4.0.1.0405

Release Date: (April 7, 2025)

New Features

imDocShare Sync app

  • SharePoint Connection - Enhanced imDocShare Sync with Microsoft Entra-based SharePoint Security module.
  • Create Job - New UI enhancements for iManage to SharePoint, iManage to Teams and iManage to OneDrive sync types.