Smart Doc ID for MS Office Applications

The Smart Doc ID from EIM places a document ID footer automatically into your MS Word and MS Excel documents. It will automatically appear at the bottom of the page on your MS Word document or MS Excel spreadsheet for documents in iManage Work 10.

Unique differentiators/features

You can control whether the Smart Doc ID footer appears or not. On an individual document you can insert or remove the footer.  Smart Doc ID footer settings contain various data and formatting elements. These can be established for standardization or allow end-users the ability to modify the settings. For instance, the footer below displays the document name, the document ID and the version.

Any document profile field can become part of your footer. Administrators can control which options are available. Common footer components are:  Document ID, Version ID, Document Name, Client-Matter and Date. Smart Doc ID is aware of prior footer information. It will not automatically remove a prior footer although existing document footers can be removed manually. Unlike other standardized footers, you are in control: you can remove, replace, or edit a prior document footer.

The Smart Doc ID Footer is automatic – it updates itself.  (Users can override the auto-insertion, if given permission.) When you copy an existing document to create a new one (or a new version), the Smart Doc ID footer will update itself with the correct document information. 

iManage Solution:

iManage Work 10

Product URL:

Partner information

EIM Int'l

EIM Int'l

EIM International is a well-known leader in implementing document, email, and records management solutions. Combining technical knowledge with valuable business expertise, they deliver results tailored to the unique needs of each client. EIM expertise includes business analysis, technical delivery, project management, and training. Whether planning and delivering a content management implementation, or developing custom products to automate or enhance administration, EIM focuses on delivering results that make a positive difference for their clients. EIM’s experience and outstanding track record are the basis for providing tangible results.

Debra Parrish