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Configuring the Data Source Path for iManage

When creating a new Data Source for an iManage Work server, the path comprises up to four components Host, Library Id, Client Id, Matter Id, and Folder Id.

Path Format:

<Host> / <Library Id> / <Client Id> / <Matter Id > / <Folder Id>

Path Component Description Example
Host

The iMange Work server hostname for the data source

mywork.prestteam.com

iManage Cloud host

cloudimanage.com

Library Id The target library's id mylibrary
Client Id (optional) A client id 444555
Matter Id (optional) A matter id mylibrary!27
Folder Id (optional) A folder id mylibrary!44

Example Paths

  1. This path sets the Data Source to collect all Matter under Client Id favclient.:
    mywork.prestteam.com/mylibrary/444555
  2. To collect data from a specified Matter Folder:
    mywork.presetteam.com/mylibrary/444555/mylibrary!27/mylibrary!44

NOTE: If the folder name contains \ (backward slash), / (forward slash), or % (percent), ensure that you URL encode these characters. See Special characters in container paths for more information.