iManage Closing Folders - How it Works (2022)

ByRobert AmbrogiPublished inProduct DemosMarch 17th, 2023

Sahil Zaman, founder of iManage Closing Folders, showcases the product to Bob Ambrogi.

In this Video:

00:00 - Introduction

03:55 - 1. Access Deal, Show Checklist, iManage Work Integration

07:13 - 1.1. Add New Documents to Checklist

09:24 - 1.2. Extract Signature Pages from New Documents

12:18 - 1.3. Variables

15:23 - 2. Signature Packets Process

15:49 - 2.1. Generate New Signature Pages

16:33 - 2.2. Compile DocuSign Package

19:27 - 3. Closing Books Process

20:06 - 3.1. Create Closing Book

20:42 - 3.2. Save to iManage Work


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