AdvoLogix Matter Management

Setting up the Connector in the iManage® Control Center

Updated

To connect Salesforce® with iManage®, an application must be set up in iManage® Work.  Applications (also called apps) are software packages that either integrate with iManage® Work to access data from it, or extend the functionality of iManage® Work client applications.

To perform the operations on this page, the user signed into the iManage® Control Center must be a member of the NRTADMIN group, or be assigned to a role with Tier 2 Control Center privileges.

Adding an Application to Your iManage® Work

  1. Log into the iManage® Control Center.  In the side menu (on the left) locate the Settings section.  Then, click on the Applications menu item.
  2. Select the + Add Application button.

If you do not see the following Add Applications dialog, then refer to the following article

  1. Search for and select the AdvoLogix - Salesforce Integration application from the displayed list of applications.
  2. Click the Authentication > button to proceed with configuring the application.
  1. Enable the Allow Refresh Token toggle button. You can keep the default values for Refresh Token Expiry and Access Token Expiry, though these values can be changed. For more details see  iManage® Help.
  2. Select the Access > button.
  1. Select All Users or Custom to allow access to all users of iManage® Work or a set of users. Users who want to connect AdvoLogix with iManage must have access enabled in this step.
  2. Select the Review > button to review and enable the application.
  1. Toggle on the Enable application option.
  2. Select the Finish button to complete the add application wizard.

Adding an Application Manually to Your iManage® Work

  1. Click Configure Manually button to proceed with configuring the application.
  1. Enter your desired Application Name.
  2. Enter an API Key value, which can be a combination of alphabets and numbers.
  3. Enter an API Secret value, which can be a combination of alphabets and numbers.
  4. Click the Authentication > button to proceed with configuring the application.
  1. Enable iManage Work Authentication Required toggle.
  2. Select the Application Type as Web.
  3. Select the Client Type as Public.
  4. Enter your Redirect URL that has been prepared following this article.
  5. Leave the Client Secret as-is, if it has been pre-populated, or use Generate link to generate a new Client Secret. You'll need this value to be saved in iManage Configuration Setup later.
  6. Select Client Secret Expiry as Never.
  7. Enable the Allow Refresh Token toggle button. You can keep the default values for Refresh Token Expiry and Access Token Expiry, though these values can be changed. For more details see  iManage® Help.
  8. Select the Access > button.
  1. Select All Users or Custom to allow access to all users of iManage® Work or a set of users. Users who want to connect AdvoLogix with iManage must have access enabled in this step.
  2. Select the Review > button to review and enable the application.
  1. Toggle on the Enable application option.
  2. Select the Finish button to complete the add application wizard.
Previous Article Introduction to the AdvoLogix® Connector for iManage® and Salesforce®
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