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iManage Insight Plus

iManage Insight Plus connector empowers users to manage their organization's knowledge assets, making sure all files are secure within the iManage Work ecosystem.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name iManage LLC
URL https://docs.imanage.com
Email cloudsupport@imanage.com
Connector Metadata
Publisher iManage LLC
Website https://imanage.com
Privacy policy https://imanage.com/about/privacy-notice/
Categories Content and Files;Productivity

iManage Insight Plus

iManage is the industry-leading provider of document and email management solutions for knowledge workers. iManage platform organizes and secures the information in documents and emails, so professionals can search for what they need, act on it, and collaborate more effectively. The iManage Insight Plus connector empowers users to manage their organization's knowledge assets, making sure all files are secure within the iManage Work ecosystem. Effective management of these assets is crucial in increasing organizational efficiency, encouraging innovation, improving decision-making, and cultivating a collaborative and flexible work environment.

Prerequisites

The iManage Insight Plus connector is available for all iManage Work customers connecting to cloudimanage.com. First, the iManage Insight Plus for Power Automate application needs to be enabled by an administrator of your iManage Work environment. Once enabled, you will need the specific URL for your environment and a sign in account and password under which the connector can execute actions.

NOTE: The iManage Insight Plus connector works only with Knowledge libraries.

How to get credentials

If you are an existing iManage Work user, provide your iManage Work credentials to login. Otherwise, contact your System Administrator for assistance.

Get started with iManage Insight Plus connector

Perform the following steps to get started with the iManage Insight Plus connector:

  • Create an Instant cloud flow and select + New step.
  • Search for iManage Insight Plus to see all the available iManage Insight Plus actions.
  • Select the desired iManage Insight Plus action.
  • If you are not already signed in to iManage Work, you are prompted to sign in.
    • Select Sign in.
    • Enter the URL you use to connect to iManage Work, for example cloudimanage.com.
    • Enter your iManage Work User ID.
    • Enter the password for the chosen account and select Sign In. From this point on, all flows that use iManage Insight Plus actions connect using these user credentials. A different iManage user account can be used by adding a new connection under My Connections and switching to it.

Known issues and limitations

For a list of known issues and limitations, visit https://docs.imanage.com/power-automate/index.html.

Common errors and remedies

For a list of common errors and remedies, visit https://docs.imanage.com/power-automate/index.html.

FAQ

For a list of Frequently Asked Questions, visit https://docs.imanage.com/power-automate/index.html.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Get curation configuration

Gets the curation configuration for the specified library, such as the knowledge administrators and folders.

Get curation properties of a document

Gets curation properties of a document.

Get knowledge types

Gets knowledge types for the library.

Search curation taxonomy node values

Searches for curation taxonomy node values matching the specified search criteria.

Set curation properties on a document

Sets curation properties on a document.

Get curation configuration

Gets the curation configuration for the specified library, such as the knowledge administrators and folders.

Parameters

Name Key Required Type Description
Library ID
libraryId True string

Specifies the ID of the library for which curation configuration is returned.

Returns

Name Path Type Description
folders
data.folders CurationFolders
Knowledge Administrators
data.knowledge_admins array of KnowledgeAdmin

Indicates one or more knowledge administrators.

Knowledge Library ID
data.knowledge_library_id string

Indicates the ID of the knowledge library corresponding to the specified library.

Get curation properties of a document

Gets curation properties of a document.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Specifies the ID of the document. For example, 'ACTIVE_US!453.1'.

Latest
latest True boolean

Specifies to get the latest version of the document.

Returns

Name Path Type Description
curation
data.curation CurationProperties
Is Latest
data.is_latest boolean

Indicates if this is the latest version of the document.

Latest Version
data.latest string

Indicates the latest version number of the document.

Full File Name
data.full_file_name string

Indicates the full file name of the document. Includes the file name extension.

Basic Document Properties
data.basic_properties string

Indicates an embeddable '' element that contains basic document properties.

Document URL
data.document_url string

Indicates the sharable link for the document.

Get knowledge types

Gets knowledge types for the library.

Parameters

Name Key Required Type Description
Library ID
libraryId True string

Specifies the ID of the library.

Returns

Name Path Type Description
Each Knowledge Type
data array of object
Created By
data.created_by.ssid string

Indicates the unique, system-generated ID of the user who created the knowledge type.

Creation Date
data.create_date date-time

Indicates the date and time (in ISO 8601 format) the knowledge type was created.

Description
data.description string

Indicates the description of the knowledge type.

Edited By
data.edited_by.ssid string

Indicates the unique, system-generated ID of the user who last edited the knowledge type.

Edit Date
data.edit_date date-time

Indicates the date and time (in ISO 8601 format) the knowledge type was last edited.

Is Enabled
data.enabled boolean

Indicates if the knowledge type is enabled.

ID
data.id string

Indicates the identifying alias of the knowledge type.

SSID
data.ssid string

Indicates the unique, system-generated ID of the knowledge type.

Search curation taxonomy node values

Searches for curation taxonomy node values matching the specified search criteria.

Parameters

Name Key Required Type Description
Library ID
libraryId True string

Specifies the ID of the library on which to perform the search.

Taxonomy Property
taxonomyProperty True string

Specifies the taxonomy property for which to search node values.

ID
id string

Specifies the display identifier of the taxonomy node value. This search is not case-sensitive. Partial matches are not supported.

Query
query string

Specifies a query for matching taxonomy node values using a wildcard (*) search, providing partial matches for the display identifier or description.

Node State
enabled_state string

Specifies to return only taxonomy node values that are enabled or disabled or both.

Include Path
include_path boolean

Specifies to return the full path to the matching node value. A path is an ordered list beginning with the top-level node in the taxonomy and then all nodes through to the matching node's immediate parent.

Ancestor Node SSID
children_of_ssid string

Specifies the unique, system-generated ID of the taxonomy node to limit the search to.

Immediate Children Only
immediate_children_only boolean

Specifies to limit the search results to direct descendants of the taxonomy node specified by 'Ancestor Node SSID'. Search can be limited to the root level of the taxonomy by specifying an empty string for 'Ancestor Node SSID' wrapped in single or double quotes.

Returns

Name Path Type Description
SSID
data.topMatchingResult.created_by.ssid string

Indicates the unique, system-generated ID for the user who created the top matching node value.

Create Date
data.topMatchingResult.create_date string

Indicates the date and time (in ISO 8601 format) the top matching node value was created.

Description
data.topMatchingResult.description string

Indicates the description of the top matching node value.

SSID
data.topMatchingResult.edited_by.ssid string

Indicates the unique, system-generated ID for the user who last edited the top matching node value.

Edit Date
data.topMatchingResult.edit_date string

Indicates the date and time (in ISO 8601 format) the top matching node value was last edited.

Is Enabled
data.topMatchingResult.enabled boolean

Indicates if the top matching node value is enabled.

ID
data.topMatchingResult.id string

Indicates the display identifier for the top matching node value.

SSID
data.topMatchingResult.parent.ssid string

Indicates the unique, system-generated ID for the immediate parent node of the top matching node value.

SSID
data.topMatchingResult.ssid string

Indicates the unique, system-generated ID for the top matching node value.

Path
data.topMatchingResult.path array of object

Indicates the full path to the top matching node value. A path is an ordered list beginning with the top-level node in the taxonomy and then all nodes through to the matching node's immediate parent.

Each ID
data.topMatchingResult.path.id string

Indicates the display identifier for a node value in the path of the top matching node.

Each SSID
data.topMatchingResult.path.ssid string

Indicates the unique, system-generated ID for a node value in the path of the top matching node.

Curation Taxonomy Search Results
data.results array of TaxonomyNodeValue

Indicates one or more curation taxonomy node values matching the search.

All Taxonomy Node SSIDs
data.all_taxonomy_ssids string

Indicates a list of all taxonomy node SSIDs, concatenated as a string and separated by semicolons.

Set curation properties on a document

Sets curation properties on a document.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Specifies the ID of the document. For example, 'ACTIVE_US!453.1'.

Approvers
approver string

Specifies the SSIDs of one or more approvers for the document. Multiple values must be a semicolon-separated list.

Drafting Notes
drafting_notes string

Specifies notes or usage instructions for the document. Maximum 16,384 bytes.

Is Maintained
is_maintained boolean

Specifies if the document is actively maintained.

Knowledge Owners
knowledge_owner string

Specifies the SSIDs of one or more owners responsible for maintaining the document. Multiple values must be a semicolon-separated list.

Knowledge Types
knowledge_type string

Specifies one or more knowledge types for the document. Custom values entered must be SSIDs. Multiple values must be a semicolon-separated list.

Languages
language string

Specifies one or more languages for the document (in ISO 639-2/T format). Custom values entered must be language codes. Multiple values must be a semicolon-separated list.

Last Review Date
last_review_date string

Specifies the date and time (in ISO 8601 format) the document was last reviewed.

Summary
mini_summary string

Specifies summary information about the document. Maximum 4096 bytes.

Next Review Date
next_review_date string

Specifies the date and time (in ISO 8601 format) the document is next due for review.

Other Noteworthy
other_noteworthy string

Specifies other notes related to the document. Maximum 4096 bytes.

State
state string

Specifies the current state of the document.

Submit Date
submit_date string

Specifies the date and time (in ISO 8601 format) the document was submitted.

Taxonomy1
taxonomy1 string

Specifies one or more SSIDs of taxonomy1 values. Multiple values must be a semicolon-separated list.

Taxonomy2
taxonomy2 string

Specifies one or more SSIDs of taxonomy2 values. Multiple values must be a semicolon-separated list.

Taxonomy3
taxonomy3 string

Specifies one or more SSIDs of taxonomy3 values. Multiple values must be a semicolon-separated list.

Taxonomy4
taxonomy4 string

Specifies one or more SSIDs of taxonomy4 values. Multiple values must be a semicolon-separated list.

Taxonomy5
taxonomy5 string

Specifies one or more SSIDs of taxonomy5 values. Multiple values must be a semicolon-separated list.

Submitted By
submitter string

Specifies SSID for the submitter of the document.

Submitted Document ID
submitted_doc_id string

Specifies the source ID of the submitted document. For example, 'ACTIVE_US!453.1'.

Definitions

CurationProperties

Name Path Type Description
Submit Date
submit_date string

Indicates the date and time (in ISO 8601 format) the document was submitted.

Last Review Date
last_review_date string

Indicates the date and time (in ISO 8601 format) the document was last reviewed.

Next Review Date
next_review_date string

Indicates the date and time (in ISO 8601 format) the document is next due for review.

Is Maintained
is_maintained boolean

Indicates if the content is actively maintained.

Drafting Notes
drafting_notes string

Indicates notes or usage instructions for the document.

Summary
mini_summary string

Indicates summary information about the document.

Taxonomy1
taxonomy1 array of object

Indicates one or more node values for taxonomy1.

Enabled
taxonomy1.enabled boolean

Indicates if the taxonomy1 node value is enabled.

ID
taxonomy1.id string

Indicates the display identifier of the taxonomy1 node value.

SSID
taxonomy1.ssid string

Indicates the unique, system-generated ID for the taxonomy1 node value.

Description
taxonomy1.description string

Indicates the description of the taxonomy1 node value.

Taxonomy2
taxonomy2 array of object

Indicates one or more node values for taxonomy2.

Enabled
taxonomy2.enabled boolean

Indicates if the taxonomy2 node value is enabled.

ID
taxonomy2.id string

Indicates the display identifier of the taxonomy2 node value.

SSID
taxonomy2.ssid string

Indicates the unique, system-generated ID for the taxonomy2 node value.

Description
taxonomy2.description string

Indicates the description of the taxonomy2 node value.

Taxonomy3
taxonomy3 array of object

Indicates one or more node values for taxonomy3.

Enabled
taxonomy3.enabled boolean

Indicates if the taxonomy3 node value is enabled.

ID
taxonomy3.id string

Indicates the display identifier of the taxonomy3 node value.

SSID
taxonomy3.ssid string

Indicates the unique, system-generated ID for the taxonomy3 node value.

Description
taxonomy3.description string

Indicates the description of the taxonomy3 node value.

Taxonomy4
taxonomy4 array of object

Indicates one or more node values for taxonomy4.

Enabled
taxonomy4.enabled boolean

Indicates if the taxonomy4 node value is enabled.

ID
taxonomy4.id string

Indicates the display identifier of the taxonomy4 node value.

SSID
taxonomy4.ssid string

Indicates the unique, system-generated ID for the taxonomy4 node value.

Description
taxonomy4.description string

Indicates the description of the taxonomy4 node value.

Taxonomy5
taxonomy5 array of object

Indicates one or more node values for taxonomy5.

Enabled
taxonomy5.enabled boolean

Indicates if the taxonomy5 node value is enabled.

ID
taxonomy5.id string

Indicates the display identifier of the taxonomy5 node value.

SSID
taxonomy5.ssid string

Indicates the unique, system-generated ID for the taxonomy5 node value.

Description
taxonomy5.description string

Indicates the description of the taxonomy5 node value.

All Taxonomy1 SSIDs
all_taxonomy1_ssids string

Indicates a list of all taxonomy1 SSIDs, concatenated as a string and separated by semicolons.

All Taxonomy2 SSIDs
all_taxonomy2_ssids string

Indicates a list of all taxonomy2 SSIDs, concatenated as a string and separated by semicolons.

All Taxonomy3 SSIDs
all_taxonomy3_ssids string

Indicates a list of all taxonomy3 SSIDs, concatenated as a string and separated by semicolons.

All Taxonomy4 SSIDs
all_taxonomy4_ssids string

Indicates a list of all taxonomy4 SSIDs, concatenated as a string and separated by semicolons.

All Taxonomy5 SSIDs
all_taxonomy5_ssids string

Indicates a list of all taxonomy5 SSIDs, concatenated as a string and separated by semicolons.

Knowledge Types
knowledge_type array of object

Indicates one or more knowledge types of the document.

Enabled
knowledge_type.enabled boolean

Indicates if the knowledge type value is enabled.

Description
knowledge_type.description string

Indicates the description of the knowledge type value.

ID
knowledge_type.id string

Indicates the display identifier of the knowledge type value.

SSID
knowledge_type.ssid string

Indicates the unique, system-generated ID for the knowledge type value.

All Knowledge Type SSIDs
all_knowledge_type_ssids string

Indicates a list of all knowledge_type SSIDs, concatenated as a string and separated by semicolons.

Approvers
approver array of object

Indicates one or more approvers of the document.

Enabled
approver.enabled boolean

Indicates if the approver is enabled.

External
approver.is_external boolean

Indicates the approver is an external user.

User ID
approver.id string

Indicates the user ID of the approver.

SSID
approver.ssid string

Indicates the unique, system-generated ID for the approver.

All Approver SSIDs
all_approver_ssids string

Indicates a list of all approver SSIDs, concatenated as a string and separated by semicolons.

Knowledge Owners
knowledge_owner array of object

Indicates one or more owners responsible for maintaining the document.

Enabled
knowledge_owner.enabled boolean

Indicates if the knowledge owner is enabled.

External
knowledge_owner.is_external boolean

Indicates if the knowledge owner is an external user.

User ID
knowledge_owner.id string

Indicates the user ID of the knowledge owner.

SSID
knowledge_owner.ssid string

Indicates the unique, system-generated ID for the knowledge owner.

All Knowledge Owner SSIDs
all_knowledge_owner_ssids string

Indicates a list of all knowledge_owner SSIDs, concatenated as a string and separated by semicolons.

Enabled
submitter.enabled boolean

Indicates if the submitter is enabled.

External
submitter.is_external boolean

Indicates if the submitter is an external user.

User ID
submitter.id string

Indicates the user ID of the submitter.

SSID
submitter.ssid string

Indicates the unique, system-generated ID for the submitter.

State
state string

Indicates the current state of the document. Possible states are 'IN_DRAFT', 'SUBMITTED', 'REJECTED', 'PUBLISHED', 'RETIRED', 'UNPUBLISHED'.

Languages
language array of string

Indicates one or more languages of the document (in ISO 639-2/T format).

All Languages
all_languages string

Indicates a list of all languages of the document, concatenated as a string and separated by semicolons.

Other Noteworthy
other_noteworthy string

Indicates other notes related to the document.

Submitted Document ID
submitted_doc_id string

Indicates the source ID of the submitted document.

CurationFolders

Name Path Type Description
Submitted Documents Folder ID
curation_submitted string

Indicates the ID of the folder for submitted documents.

In-draft Documents Folder ID
curation_indraft string

Indicates the ID of the folder for in-draft documents.

Published Documents Folder ID
curation_published string

Indicates the ID of the folder for published documents.

Rejected Documents Folder ID
curation_rejected string

Indicates the ID of the folder for rejected documents.

Retired Documents Folder ID
curation_retired string

Indicates the ID of the folder for retired documents.

Un-published Documents Folder ID
curation_unpublished string

Indicates the ID of the folder for un-published documents.

KnowledgeAdmin

Indicates each knowledge administrator.

Name Path Type Description
ID
id string

Indicates the ID of the knowledge administrator.

Type
type string

Indicates the type of the knowledge administrator. Possible values are 'USER' or 'GROUP'.

TaxonomyNodeValue

Name Path Type Description
SSID
created_by.ssid string

Indicates the unique, system-generated ID for the user who created the node value.

Create Date
create_date date-time

Indicates the date and time (in ISO 8601 format) the node value was created.

Description
description string

Indicates the description of the node value.

SSID
edited_by.ssid string

Indicates the unique, system-generated ID for the user who last edited the node value.

Edit Date
edit_date date-time

Indicates the date and time (in ISO 8601 format) the node value was last edited.

Is Enabled
enabled boolean

Indicates if the node value is enabled.

ID
id string

Indicates the display identifier for the node value.

SSID
parent.ssid string

Indicates the unique, system-generated ID for the immediate parent's node.

SSID
ssid string

Indicates the unique, system-generated ID for the node value.

Path
path array of object

Indicates the full path to the node value. A path is an ordered list beginning with the top-level node in the taxonomy and then all nodes through to the matching node's immediate parent.

Each ID
path.id string

Indicates the display identifier for a node value in the path.

Each SSID
path.ssid string

Indicates the unique, system-generated ID for a node value in the path.