iManage Setup allows users to configure the application and workspace-specific settings in AdvoLogix. The setup sidebar navigation contains various actions that concentrate on specific configuration settings that impact how end users receive notification updates or how the iManage components connect and display relevant information easily throughout the application's usage.
Users will need the Customize Application permission in Salesforce to manage or edit options within the iManage Setup tab.
Step 1: Create the Remote Site
In Salesforce Setup, enter the Remote Site Settings into the Quick Find box, and select Remote Site Settings. Select the New Remote Site button.
Set the following options:
- Remote Site Name - Enter a unique remote site name but with no spaces. For example: iManageIntegration
- Remote Site URL - Enter your iManage Work web URL. *
- Active - Verify this checkbox is enabled.
- Click Save.
* To find your iManage Work web Url, log into iManage Work and click inside your browser's url and copy the url like what is shown below. Do not include the / at the end when pasting into the Remote Site URL field.
For example: https://88888-text.imanage.work
Step 2: Set Up the iManage Configuration
How was your iManage application added?
iManage Setup Tab
iManage Setup allows users to configure the application and workspace-specific settings in AdvoLogix. The setup sidebar navigation contains various actions that concentrate on specific configuration settings that impact how end users receive notification updates or how the iManage components connect and display relevant information easily throughout the application's usage.
You can find iManage Setup in the AppLauncher (waffle) at the top left of any Salesforce page.
iManage Configuration
- From the side menu, click on iManage Configuration.
- Select the Edit action button in the page header.
- Enter your iManage Work Web Url as the Base URL.
- Enter the Redirect Url using the instructions found here.
TIP: If you have not already, you will need to send the redirect url to AdvoLogix Support ([email protected]) for approval prior to installing the iManage Integration. - Enable Use AWS Cloud for File Uploading, if you want to upload large files from Salesforce to iManage. When this is enabled, then all files uploaded from Salesforce to iManage Work go through the pass-through AWS platform, with an individual file capacity up to 1 GB size.
Please Note: This option is only available once it has been activated for your organization by AdvoLogix. Please contact your AdvoLogix account executive for more details. Files uploaded within iManage Standard Navigation are not routed through AWS.
Once all values have been provided, select the Save button to save the configuration values. Your iManage authentication setup is complete!
iManage Setup Tab
iManage Setup allows users to configure the application and workspace-specific settings in AdvoLogix. The setup sidebar navigation contains various actions that concentrate on specific configuration settings that impact how end users receive notification updates or how the iManage components connect and display relevant information easily throughout the application's usage.
You can find iManage Setup in the AppLauncher (waffle) at the top left of any Salesforce page.
iManage Configuration
- From the side menu, click on iManage Configuration.
- Select the Edit action button in the page header.
- Enter your iManage Work Web Url as the Base URL.
- Enter the Redirect Url using the instructions found here. If you are using the iManage public instance, you will need to send the redirect url to AdvoLogix Support ([email protected]) for approval prior to installing the iManage Integration.
- Enable Use Private Keys toggle, if you have manually created your iManage Web Authentication Application. For more details, follow this link.
- Enter your API Key as it has been generated when you added the application manually in the iManage control center.
- Enter your API Secret as it has been generated when you added the application manually in the iManage control center.
TIP: To find the API Key and API Secret, go to the iManage Control Center >> Settings >> Applications and open the application that you created. You will find the API Key listed as the Client ID under the Application section and the API Secret listed as the Client Secret under the Authentication section.- API Key = Client ID
- API Secret = Client Secret
- Enable Use AWS Cloud for File Uploading, if you want to upload large files from Salesforce to iManage. When this is enabled, then all files uploaded from Salesforce to iManage Work go through the pass-through AWS platform, with an individual file capacity up to 1 GB size.
Please Note: This option is only available once it has been activated for your organization by AdvoLogix. Please contact your AdvoLogix account executive for more details. Files uploaded within iManage Standard Navigation are not routed through AWS.
Once all values have been provided, select the Save button to save the configuration values. Your iManage authentication setup is complete!
If you are using an iManage on-premise instance for iManage Work then make sure your iManage Work web url and instance is either publicly available or has whitelisted the Salesforce Platform IP addresses. For more details on which IP addresses to whitelist follow this link from Salesforce.