Gather once, act on everything together.
The challenge
Work often involves documents spread across different folders and workspaces that need the same action applied.
The solution
Stage multiple documents in a cart, then apply a single coordinated action, whether download, share, move, secure, or bundle, cutting repetitive clicks for closing binders, deal collections, and handoffs.
In the iManage Next Gen Platform, multi-select the documents you want and add them to the Cart.
You can keep adding items as you move across different folders and workspaces, building the full set in one place.
Open the Cart to review the staged documents and confirm you have everything you need for the action.
Choose the bulk action to apply to the whole set, such as download, move, update security, or bundle, and run it once across all the staged items.
Execute once across every item, saving the time and effort of repeating the same task individually.
More to explore
Assemble The Hearing Bundle From Raw Material
Use Case
Bundles
Key Capability
Prepare And Share A Property Closing Set
Use Case