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It replaces macro-based templates with code-free online forms, including single-page forms and wizard workflows that save directly to the correct iManage folders and DMS. Templates can be hosted in the cloud or on-premise with security settings carried over, and can be delivered via folder-linked lists, CRM data actions, and advanced automation. 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Users can generate documents through the iManage environment and save results directly into the correct folders.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Can templates be hosted in the cloud and on-premise?",{"text":113,"@type":109},"Yes. Sysero supports hosting templates either in the cloud or on-premise, while using web-based authentication for seamless single-login access by iManage users.",{"name":115,"@type":106,"acceptedAnswer":116},"What CRM data and automation capabilities does Sysero provide?",{"text":117,"@type":109},"Sysero can integrate with CRM data through its Data Action Framework to include contact information in correspondence and contracts. It also enables advanced document automation using a template builder used by lawyers to automate complex legal documents and transactional processes.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},247509,1791716527,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},8796095461564,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Sysero  \nTemplate Management for iManage Work 10  \nEasily Manage Templates with Sysero and iManage Work 10  \niManage Work 10 offers law firms an easy way to access work product by providing a consistent web-based experience across multiple devices. As work product moves online, firms will need to replace macro-based templates with user-friendly web forms. With Sysero, firms can easily create documents via online forms and save the final work product directly toiManage Work 10. Sysero also can be integrated with the firm’s CRM, PMS and external data sources to provide a comprehensive template management solution.  \nIn the Cloud or On Premise  \nSysero allows firms to host their templates in the cloud or on-premise. The system uses web-based authentication to enable any iManage user to seamlessly create documents with a single login. All of the iManage security settings are carried over with the template, which allows documents to be easily created and stored without having to access Microsoft Word.  \n Code-Free Templates  \nSysero’s simple mark-up makes it easy to create templates and generate online forms, and doesn’t require any coding. Users can access the forms from within the iManage environment, which enables them to automatically save documents to the correct folder. Use single page forms or wizard-based workflows to create simple templates, or entire document packages, all filed securely in the firm’s DMS.  \n Manage Template Delivery  \nConnect templates to specific folders and group them into lists for easy management. Users can view pre-ordered lists of matter or project specific templates with a simple click ora press of a finger. Additionally, users can access template lists directly from the Microsoft Word ribbon or even create their own lists of templates to share with colleagues.  \n Add Data from your CRM  \nUsing Sysero’s Data Action Framework, firms can create scripts to search and include contact data from their inhouse or cloud-based CRM for inclusion in correspondance and contracts.  \n Advanced Document Automation  \nUnlike traditional templates, which are created by developers, Sysero Template Builder is used by lawyers to automate some of the worlds most complex legal documents. The same tool used to create templates can be extended to automate complex transactional processes.  \n Built-In GDPR Compliance  \nFirms can identify any personal data collected as part of the document generation process to enable encryption, or setup their system up for anonymisation and even pseudonymisation, as required by the GDPR.  \n[www.sysero.com](www.sysero.com)  \n+44 (0) 1233 225350 [info@sysero.com](info@sysero.com)  \nSysero","cbCaitDShV5iQzQE","https://ap.wps.com/l/cbCaitDShV5iQzQE","pdf",405767,"English","# Overview\n## Code-Free Templates\n## Cloud or On Premise Deployment\n## Template Delivery and Lists\n## CRM Data Integration\n## Advanced Document Automation\n## GDPR Compliance","[{\"question\":\"How does Sysero replace macro-based templates in iManage Work 10?\",\"answer\":\"Sysero shifts template creation to user-friendly, web-based forms instead of Microsoft Word macros. Users can generate documents through the iManage environment and save results directly into the correct folders.\"},{\"question\":\"Can templates be hosted in the cloud and on-premise?\",\"answer\":\"Yes. Sysero supports hosting templates either in the cloud or on-premise, while using web-based authentication for seamless single-login access by iManage users.\"},{\"question\":\"What CRM data and automation capabilities does Sysero provide?\",\"answer\":\"Sysero can integrate with CRM data through its Data Action Framework to include contact information in correspondence and contracts. It also enables advanced document automation using a template builder used by lawyers to automate complex legal documents and transactional processes.\"}]","Sysero - Template Management for iManage Work 10 | PDF",1789241957]