The iManage Work EDM solution controls the storage, flow and accessibility to all types of documentation within a housing organisation, providing an intelligent repository to maintain the content and defined referencing values. It also affords flexible and offsite working through the provision of remote access to all documents held in the EDM store, organised into a collection of folder structures across different databases. As housing organisations seek to deliver more for less and increase their efficiency, iManage Work enables staff to eradicate unnecessary journeys to the office simply to retrieve documents that can be made available remotely. Through the creation of a dedicated Integration Management service, an end user can control how the defined document attributes - known as Customs - and additional folder properties - represented as classification hierarchies - are referenced by Civica Cx Housing in order to successfully retrieve and view each document via the relevant form or action button.
The controlled sharing and transfer of documentation between Civica Cx Housing and iManage Work is delivered in a systematic way:
- Contacts and Assets - For each stakeholder or property record held on the database it is possible to retrieve and view related documents by virtue of mapped entity reference values; such mappings are configured within the Integration Management service.
- Rent Agreements and Accounts - Document retrieval opportunities extend to those electronic materials that are central to the effective management of all rent agreements and their related accounts, with key business identifiers used to return matching files from the EDM store.
- Document Tracking - When a new document is captured within the iManage Work EDM system, specific attributes assigned to it (principally a Custom type) can be used to trigger a new CRM communication, which is automatically associated with a corresponding method and also cross-referenced back to the source document. The 'Process Communications' Home pane presents a consolidated view of all CRM communications generated in this way, from where they can be updated with any additional contact and contextual details before being allocated to a case.
- Case File Attachments - Any number of file attachments can be linked to an open case (ASB, CRM, Estate Management, Feedback, Generic, Home Buy, Homelessness, Housing Options or Support Provision) in order to provide contextual background, and serve as a single point of reference for all related progression activities. Simply by specifying the unique web address of the desired iManage Work source file, the document can be attached to the relevant case, without the need to store a separate copy.
- New Communications - Launched from numerous touch points around Civica Cx Housing, the structure and behaviour of each communication is controlled via the underlying definition. Once an Integration Management service has been established for iManage Work, any definition can potentially be assigned the 'Send to EDM' attribute, ensuring that all compiled communications of that type are transferred, along with the associated referencing properties.
Separate help articles have been created for each key aspect of iManage Work EDM integration management, including:
