Cloud
Getting Started
Collector Management
Managing Repository Credentials
- Adding Basic Credentials
- Adding Azure Credentials
- Adding Google Workspace Credentials
- Adding iManage Cloud Credentials
- Adding iManage Work Credentials
- Configuring Azure AD for Exchange (📺)
- Configuring Azure AD for OneDrive
- Configuring Azure AD for SharePoint Online(📺)
- Configuring Azure AD for Teams
- Configuring iManage Work Server for the iManage Work Collector(📺)
- Configuring iManage Cloud for the iManage Cloud Collector
- Creating a Google Workspace Service Account & User Account
- Requesting Extra Approval for Protected APIs from Microsoft
- Creating a ShareFile Service Account & API Key
- Adding ShareFile Credentials
- Adding NetDocuments Credentials
Data Source Management
- Data Source Overview
- How to Create a Data Source (📺)
- Bulk Load Data Sources
- Data Source Path Exclusions
- Managing Hosts
- Configuring the Data Source Path for an Exchange Collector
- Retrieving a Teams Team or Channel URL(s) for a Data Source
- Configuring the Data Source Path for a Google Workspace Drive Collector
- Configuring the Data Source Path for iManage
- Configuring a Data Source Path for ShareFile
- Automated Data Source Discovery
- Scheduling Data Source Refresh
- Configuring Data Sources for NetDocuments
Configuration
Data Visualization and Scores
Score Builder
Scoped Review
- Introduction to Scoped Review
- Defining Analyst Data For Review
- Defining Profile Data For Review
- Creating the Review
- Accessing Your Review
- Exploring the Review Interface
- Live Object View
- Applying Decisions to Your Review Objects
- Approving and Committing the Review
- Exporting Your Review Summary and Audit