Whether you are migrating to WorkSite from a different system (or no DMS at all), or have new volumes of content to process, iImport is the most powerful tool for importing content into WorkSite, in either automated or on-demand jobs.

Simple importing is fast and easy. Advanced importing is as robust as you need. With powerful workflow capabilities, you can even use data-driven methods to create branching processes that determine where to place content, set metadata, security, and more.

Whether you are importing or converting a large amount of data for a one-time migration, or addressing ongoing needs for importing documents from new attorneys or offsite trial teams, iImport is the best tool for the job. When used with companion product WorkSite Exporter, iImport can even be used to move entire WorkSpaces, their content and structure to and from an intermediate file system for archiving and offline use.

Key Features

  • Read and write to any number of ODBC databases for structural and profile data, security, and history.
  • Stage up to 15 steps of workflow processing for each document, including setting security and converting imported content to encrypted PDF.
  • Operates automatically (unattended) or manually (on-demand).
  • Full data logging of all operations.
  • Recreate all metadata and security values on matter-centric structures, and history records on individual documents.
  • Support for differential importing, with version control.

Product Documentation

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