Make sure to allocate time to plan your implementation. Consider factors such as which objects will hosted with connector to display workspaces and who will be able to create new workspaces. If you are unfamiliar with either AdvoLogix or iManage Work make sure to review the requisite documentation before getting started.
Contact AdvoLogix Support (email@example.com) and request AdvoLogix® Connector for Salesforce® and iManage® package link and complete the installation within your organization.
Proceed to next step if you are a Salesforce Administrator within your organization, otherwise please contact your Salesforce Administrator for help.
Proceed to next step if you are a member of NRTADMIN group or assigned a role with Tier 2 Control Center privileges.
Is it an iManage on-premise edition?
AdvoLogix do not officially support on-premise edition. Please contact AdvoLogix Support (firstname.lastname@example.org) to understand your options.
Is it a shared iManage Cloud?
Is it a private iManage Cloud?
After adding the application within iManage Control Center, proceed to setup the configuration within Salesforce for authenticating the connector.
Proceed with setting up various configurations that may be unique to your implementation within your organization. Some configurations mentioned below might be useful to your use case and some might not, so proceed with an understanding over how your users are to be deployed with various lightning components that AdvoLogix® connector for iManage® and Salesforce® ships with.
22.214.171.124. Set up iManage Workspace Configurations
If your use case involves associating workspaces from iManage Work directly with your Salesforce records, then proceed with setting up iManage Workspace Configuration for all the objects iManage Connector lightning component is deployed within respective lightning record pages.
126.96.36.199. Set up Notification Settings
188.8.131.52. Set up Featured Items Configurations
If your use case involves giving your Salesforce users access to specific set of folders or documents within iManage Work without giving them ability to add or remove these folders themselves, then proceed with setting up Featured Items Configurations within Featured Items Manager.
184.108.40.206. Set up Secured Logins
If your use case involves giving your Digital Experience (Community) users access to iManage Work without setting them up individually within your iManage Work as dedicated users, then proceed with enabling a set of your Salesforce users as Secured Logins so that the iManage lightning components or APEX invocable action methods can be executed with delegated authentication and permissions of the Secured Login user within your organization.