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Document Valet for iMIS

Manage, and retrieve member documents with confidence, all within iMIS.

Document Valet for iMIS logo featuring a hand holding documents, representing secure document management and integration with iMIS systems.

When files are scattered across drives, emails, and portals, teams lose time and visibility.

Document Valet brings order to that complexity by connecting everything directly to your iMIS system.

Document Valet interface displaying document management options with tagging features for files like birth certificates and resumes, integrated with iMIS for efficient document storage and retrieval.

Simplify and Streamline Your Document Workflows

Many organizations juggle documents across multiple systems, making it hard to track, access, and manage them efficiently. Document Valet for iMIS provides a single, reliable gateway for every document your team and members depend on.

Key Features:

  • Centralized Storage – Keep everything connected to the right member or process.
  • Secure Access Control – Manage permissions and visibility easily.
  • Integrated Search & Tagging – Find what you need in seconds.
  • Flexible Setup – Works inside iMIS or connects to SharePoint and Azure.

Works with Your Existing Systems

Document Valet supports both on-premise and cloud-based iMIS environments and integrates smoothly with your current repositories.

Deploy quickly using the included iPart for iMIS 2017 or Cloud. Our team can help migrate legacy libraries, ensuring everything stays connected and up to date, without disrupting existing workflows.

Configuration interface for Document Valet in iMIS, displaying fields for repository settings, document types, file size limits, and validation messages.

Trusted by

CSU52 logo, representing Bursting Silver's Case Management solution for iMIS, emphasizing streamlined case tracking and email integration.
Logo of the Nova Scotia Barristers' Society, featuring a stylized representation of barrister's robes, symbolizing legal professionalism and case management.
PEA logo representing case management integration with iMIS for streamlined workflows and email communication.
Logo of The Alberta Association of Architects, featuring a stylized doorway and text indicating the association's focus on architects and licensed interior designers.
Logo of the Alabama State Bar featuring scales of justice, symbolizing legal professionalism and support for member-based organizations.
Logo of the Ontario Association of Architects, featuring a circular design and the organization’s name in bold text, representing professional architecture standards and case management integration.
SPTRB logo representing Saskatchewan Professional Teachers Regulatory Board, emphasizing educational governance and support for member organizations.

Bundle and Save

Case Management and Document Valet for iMIS integration graphic, highlighting seamless case record and document management solutions.
When purchased together with Case Management for iMIS, you receive a 50% discount on both the licence and installation fees for Document Valet.

This bundle ensures your team can manage both case records and supporting documents seamlessly, all within iMIS.

Ready to Simplify Your Document Management?

Keep your staff organized, your members supported, and your records secure, all within iMIS.
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