The Client Options tab of the iManage Integration - Advanced Options window is used to configure options for synchronizing client matters between Tabs3 Software and iManage. These options are generally not changed once records have been synchronized to iManage.

Click on the desired tab when appears for information about that program tab.

Client Options Workspace Templates User Mapping

The following options are available.

Client Fields

 

Field to use for the Client Description

This setting determines whether to use the Client Name (Last/First) or Client Full Name in the iManage Client Description field.

Note: Changes to this setting do not apply to existing clients. To update the Client Description in iManage for existing clients, click the Sync Now button in the Update iManage section of the iManage Integration window.
 

Add leading zeros so the Client Number is at least X digits long

This setting determines whether to prepend zeros to the Client ID up to the specified number of digits. For example, if your firm is configured to combine client and matter fields and prepend zeros up to 8 digits, client 100.01 would be displayed as 00100.01 in iManage. Prepending zeros can assist with sorting Client IDs numerically.

Note: Changing this setting after records have been synchronized to iManage can cause duplicate records to be created.

Note: This option is not available when Tabs3 Billing is configured for an Alpha or Mixed Key Type.

Workspace Name

 

Client ID - Work Description

 Select this option to use the Client ID and Work Description in the iManage workspace name.
 

Client ID - Client Name - Work Description

Select this option to use the Client ID, Client Name, and Work Description in the iManage workspace name. The Client Name format used is determined by the Field to use for the Client Description setting.

Note: Changing these options after records have been synchronized to iManage can cause duplicate workspaces to be created.