What is the iManage RAVN document text read action?
Authors can use this integration node to extract text values from fields in an iManage RAVN document. The selected document will be uploaded into the iManage RAVN project. The ID for this iManage RAVN project needs to be provided by the author.
Please note that this is a premium feature that needs to be enabled by your dedicated customer success manager. For further information, please reach out to your BRYTER Customer Success Manager or firstname.lastname@example.org. Additional pricing may apply.
Why would you use the iManage RAVN document text read action?
As an author, you could use this integration node in a module to extract fields from a LIBOR loan agreement, and generate an amended document if the loan maturity date is later than 2021, when LIBOR will be phased out.
Similarly, extract fields can be used in lease or contract reviewer tools. These would present each of the relevant extracted clauses from the document to the end-user. The end-user would be guided through relevant questions or a review playbook to assess the document against internal rules and guidelines. Based on the assessment, an amended document or a (risk) report can be easily generated. This approach replaces time-consuming and often inconsistent manual processes.
How do you use the iManage RAVN document text read action?
This integration node requires only two input values and offers one output parameter that can be referenced further down in your module. In your module, add an action node after the document ID that has either been provided by a value node or a number input node and select '[NAME OF INTEGRATION]' node from the actions list:
To read information from an iManage RAVN document, provide the PROJECT ID and the DOCUMENT ID.
In the integration node, reference the document ID and provide or reference the iManage RAVN Project ID into the required integration input fields.
The ProjectID can be extracted from the URL when the document is opened in iManage (as highlighted below). It will be in the format UUID. It is sandwiched between /projects/ and /train/.
In order to find the Document ID, you will need to export the document meta. Click Advanced Settings and select 'id'. As part of the export, an excel sheet will be downloaded that will include the Document ID.
Once your iManage RAVN document text read integration node is set up, you can reference the content of the field in text block values, the content of input nodes, or set the content as default value in text input nodes.
Input and output parameters
|document_id||text||The iManage RAVN Document ID|
|project_id||Text||The iManage RAVN Project ID|
|text||Text||The text extracted from the document|