To set up the iManage integration, you will need to assemble a redirect url with the instructions below.
Assemble the URL for a Production Org
The URL structure will look like this:
https://[my domain name]--imanage.vf.force.com/apex/iManageConnect
To find your organization's My Domain name, go to Setup >> Quick Find: My Domain (see below).
Assemble the URL for a Sandbox
The URL structure will look like this:
https://[my domain name]--[sandbox name]--imanage.sandbox.vf.force.com/apex/imanageconnect
If you are installing into a sandbox, then you will need the name of the sandbox as well. To find your sandbox name, (while logged into the sandbox) look at the top of any page (see below).
Assemble the URL for Other Org Types
The URL structure will look like this:
https://[my domain name]--imanage.[domain partition value].vf.force.com/apex/iManageConnect
Org Type | Domain Partition Value |
---|---|
Scratch Org | scratch |
Developer Org | develop |
The Redirect URL assembled above should be updated within the iManage Control Center (within iManage Work) and iManage Setup (within Salesforce).
Where To Update Your Redirect URL
For the cloudimanage.com endpoint, please contact AdvoLogix Support ([email protected]) and have them approve your assembled redirect URL.
For the imanage.work endpoint and on-premise environment, follow these steps:
- In the side menu (on the left) locate the Settings section. Then, click on the Applications menu item.
- Within the search text-box, enter your previously existing application name and press the enter key.
- The list below should filter down to your application, click on the name of the application.
- On the page that opened, scroll down to the Authentication section and select the Edit button.
- Enter your assembled redirect URL and click Save.
You can find iManage Setup in the AppLauncher (waffle) at the top left of any Salesforce page.
- From the side menu, click on iManage Configuration.
- Select the Edit action button in the page header.
- Enter the assembled Redirect URL.
- Click Save.