iManage User in the Neodeluxe Sidebar

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Who can use this feature?

Users in Neodeluxe with the iManage User Role.
For more information about roles please visit:
Managing Neodeluxe Users.

The Neodeluxe Sidebar brings the power of iManage directly into Filevine, making it easy for both users and admins to work with documents. Most key configurations can also be managed right from the Sidebar.

With this integration, legal teams can seamlessly access, upload, and manage documents from iManage while navigating through Filevine from project to project —no switching tabs required. The sidebar syncs Filevine projects with iManage workspaces, enabling a smoother workflow, better visibility, and document control.

The iManage Sidebar is a Chrome extension that integrates iManage with Filevine, letting users interact with iManage documents directly from the Filevine interface. Once installed and authenticated, the sidebar displays folders and documents related to the Filevine project currently open.

This one-way integration (from iManage to Filevine) helps legal teams:

  • View and manage documents in real-time
  • Maintain a single source of truth
  • Eliminates the need to upload files separately in both systems—upload local documents directly from your computer to the corresponding iManage workspace in Filevine.

How the Sidebar Works

The Neodeluxe Sidebar automatically detects the open Filevine project and pulls all related documents from the corresponding iManage workspace. Every document uploaded through the Sidebar is assigned a unique ID in iManage, enabling reliable tracking and version control. 

Real-time sync ensures that any updates or new versions added directly in iManage appear instantly in the sidebar. And even if a Filevine project is renamed, the link to its iManage workspace stays intact—no extra setup needed.

Documents uploaded directly to Filevine do not sync back to iManage. To keep files in both systems, always additionally upload them through the Sidebar.

Key Features of the Sidebar

Feature Function
Multi-tab support Use the iManage Sidebar independently in multiple Filevine tabs at once.

One-way document sync 		Uploading in the sidebar reflects in both iManage and Filevine; uploading directly to Filevine does not reflect in iManage.
Folder hierarchy support

See documents organized by
Workspace Name

   └── Folder Name

         └── Document

Drag and drop Upload local documents by dragging them into the sidebar (up to 5 at once).
Version control Access and version documents via the iManage editor.
Credential-based login Securely log in using your iManage credentials
Before proceeding, it is essential to install the Neodeluxe Sidebar Chrome extension. Follow this article to complete the Sidebar installation and login setup.
If you need to change the project name, do so in iManage. Filevine will reflect the update automatically once it's synced.

How to Access the iManage Sidebar

1. Log in to Filevine and select a project.
2. Click on the Sidebar and enter your email address and password.
3. Select the iManage checkbox to activate the document view.

Once logged in, the sidebar will display the documents associated with the Filevine project’s linked iManage workspace.

iManage Sidebar Dashboard

The iManage Sidebar dashboard is made up of different elements, check it out:

1. Neodeluxe Sidebar
2. iManage checkbox
3. iManage menu
4. Log Out button  		5. Workspace name
6. Foldes
7. Documents
8. Filevine site.

Upload Documents Using Drag and Drop

To upload a local file to both iManage and Filevine:

1. Open your computer’s file explorer.
2. Drag a document (or up to 5) into the sidebar.
3. Drop it into the appropriate location.
4. The document will be saved in iManage and also appear in Filevine.

View and Edit Documents

To access the iManage document editor directly from the Sidebar:

1. Click any document in the list.
2. It opens in the iManage viewer.
3. Use the editor to:

  • Preview the file
  • Upload a new version
  • Rename or update metadata

Each new version is saved with a unique identifier in iManage.

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