Use this page to assist in the process of Sending Documents into uManage. Prior to this process be completed, emails addresses for the users sending documents must be established on are that corresponding user's setup on the Overview tab. Additional documents emails can be added within the Document Emails tab:
To Send Documents:
1. Ensure the User's email address has been established.
2. Format the documents using this protocol.
- Valid email subject line text for document emails to uManage:
[Acct-NNNNNNN] uManage AccountId specified
[FN-NNNNNN] FileNumber specified (e. PM acct number)
Also, must originate from a sender address that is tied to an internals user's profile
3. Once this information is confirmed, the Documents can be sent to your firm's Document email Address. You can locate the exact Address on the Firm > Manage Firm > Integration tab.