11.2.1 for Windows

Table Of Contents
Foxit PDF Editor
Chapter 8: Share PDFs User Manual
266
Open and check out PDFs on iManage Work
1. Go to File > Open, click the server you registered previously and click Open. Or
click Share > iManage 9 > Open after you register and connect to the server.
2. In the Open dialog box, select the document you need and click Open.
3. (Optional) You are also allowed to preview non-PDF files on iManage Work in Foxit
PDF Editor. The non-PDF files will be converted to PDF temporarily when you try
to open them.
Note: By default, the document in iManage Work will be checked out when opened in Foxit
PDF Editor. You can specify whether to check out a document in iManage Work when
opening it with Foxit PDF Editor in File > Preferences > ECM Integration.
Save
To save a local PDF document to the iManage Work repository, or if you open and edit
a document in the iManage Work without checking it out and need to save it to the
iManage Work repository, save the changes you made in the document and then do
the following:
To save as a new document in iManage Work repository:
1. Go to File > Save As, click the server you registered previously and click Save As.
Or click Share > iManage 9 > Save As > Save As.
2. In the pop-up Save As dialog box, choose a target folder and enter the
name/description of the document. Enter the Author name, or click the button
next to the text box and choose a user. You can also choose a class and a subclass
for the document.
After completing all of the settings, click Detail… to display the details of the
document information. You can also edit the information in this dialog box.
Note: With the Use Document Profile option selected in File > Preferences > ECM
Integration, when you click Save As in Step 1, the New Profile dialog box pops up
instead of the Save As dialog box mentioned above. In the New Profile dialog box, you
can directly edit the document properties and save the document.
3. When youre done, click Save to save the document to the iManage Work.
To save as a new version of an existing Work document:
1. Go to Share > iManage 9 > Save As > Save As Work Version.
2. In the pop-up dialog box, select a document in iManage Work, and click New
Version.