Neodeluxe iManage: Mapping Tab

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Before you start mapping, you must complete the App Setup. The Mapping tab becomes available only after the App Setup is finished. To complete it, click here to view the setup guide.

This mapping feature connects to iManage and, using the preselected database from the library, maps all the available projects to display them in the portal.

This tab and its tools become available after completing the initial setup. It functions as a real-time mapping and data editing tool, allowing the system to track changes in fields and reflect them immediately in the portal.

The mapping table only displays current projects. Each time a new project is created, it will automatically appear at the top of the list.

Make sure that each time you create a new project, the sidebar is open with iManage selected. This ensures the project is automatically reflected in iManage. If the Sidebar isn't open, the project will remain only in Filevine.

How to Access the Mapping Tab in Neodeluxe

To manage how data is connected between Filevine and iManage, head over to the Mapping tab by following these steps.

1. Click on the Admin menu
2. Click Integrations
3. Click iManage
4. Click the Mapping Tab

iManage Mapping Tab Dashboard

1. Mapping tab 
2. Download Template button
3. Upload Mapping File field
4. + Add Row button
5. Toolbar 

6. Mapping table.

  • Project ID column
  • Workspace Name column
  • Actions column

7. Save and Cancel button
8. Log Out button.

Download a Template

Here you can download a .CSV template of the projects mapped to a specific workspace. The file includes the Filevine Project IDs that correspond to each workspace.

To download it, simply click Download Template.

Upload Mapping Field

This option allows you to bulk upload projects using a .CSV file containing the workspace and project IDs.

To upload the file, click Upload Mapping File, select your .CSV, and upload it.

Add Row

In some cases, bulk uploads may miss a few unmapped projects. With this option, you can manually add and map projects one row at a time. To add a project manually:

1. Click + Add Row
 A new row will automatically appear at the top of the table.

2. In the Project ID column, enter the ID of the project.
3. Click the edit button and select the corresponding workspace from the dropdown menu.
4. Click the Save icon to apply the changes.

Edit Mappings

With the Edit Mapping option, you can modify the Project ID and select a different workspace from the dropdown menu.

To activate these options, simply click the Edit button.
 Don’t forget to save your changes after editing.

Delete Mappings

To delete a mapping, just click on the delete icon in the action column.

No matter how many changes you make, always remember to click Save to apply them. If you don’t, all changes will be automatically discarded.

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