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.
Please Note: 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 iManage Work
Log into iManage Work and click on your name at the top right corner for the drop-down menu. Select Control Center.
- In the side menu (on the left) locate the Settings section. Then, click on the Applications menu item.
- Select the + Add Application button.
How will the new application be added?
You will be prompted to either search for the application that has already been created or create an application manually.
Follow the steps below to automatically configure the application.
- Search for and select the AdvoLogix - Salesforce Integration application from the displayed list of applications.
- Click the Authentication > button to proceed with configuring the application.
- 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.
- Select the Access > button.
- 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.
- Select the Review > button to review and enable the application.
- Toggle on the Enable application option.
- Select the Finish button to complete the add application wizard.
Follow the steps below to manually configure the application.
- Click the Configure Manually button to proceed with configuring the application.
- Choose a name for the application and enter it here. (For example: iManage Integration)
- Choose an API Key value, which can be a combination of letters and numbers but can have no spaces.
- Select Auto-Generate to fill in the API Secret value.
- Click the Authentication > button to proceed with configuring the application.
- Enable iManage Work Authentication Required toggle.
- Select the Application Type as Web.
- Select the Client Type as Public.
- Enter your Redirect URL using the instructions found here.
- Leave the Client Secret as-is, if it has been pre-populated, or use the Generate link to generate a new Client Secret. You'll need this value to be saved in iManage Configuration Setup later.
- Select Client Secret Expiry as Never.
- 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, follow this link.
- Select the Access > button.
- 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.
- Select the Review > button to review and enable the application.
- Toggle on the Enable application option.
- Select the Finish button to complete the add application wizard.
