Inserting iManage Hyperlinks

1. Open the document (e.g., Pleadings Index) in which you want to insert the hyperlink (e.g., Filed Documents).

2. Place/Click the cursor where you want to insert the hyperlink, or select the text you want to hyperlink.

3. Click the Insert tab.

4. Click Link .

5. Click Insert Hyperlink.

6. Select the file you wish to link within the iManage pop-up window.

NOTE: You can hyperlink any version of the document. Click the Latest button drop-down arrow to display the following options:

• Latest - Inserts a hyperlink that will always point to the most current version of the document to which you have access rights.
• This Version - Inserts a hyperlink that will always point to the selected version of the document.

7. After selecting either version option, an Insert WorkSite Hyperlink dialog box will appear.

8. After making optional adjustments, click OK.

9. The document will now have a hyperlink in the document.

Accessing iManage Hyperlinks

1. Hover over the hyperlink to display the linked document’s properties in a tooltip.

2. Hold the CTRL Key + Left Click to open the linked document in its native application.

3. Click Yes on the Security Notice.

Questions? Contact Us!

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Email - [email protected]

Phone - (330) 849-6699*

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