The iManage integration installation link will be provided by your account manager. However, if you have not received the installation link, please contact AdvoLogix Support ([email protected]).
You will be provided with two installation links, one for your production organization and one for a sandbox. The beginning of the links will look like this:
- Production -
https://
login
.salesforce.com/
- Sandbox -
https://
test
.salesforce.com/
Once you receive the links, copy/paste it into your browser's URL. You will then be asked to log into the org you are installing the package into.
- Choose Install for Admins Only (Best practice when installing the integration.)
- Select Install
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The installation process will begin.
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After a couple of minutes, you will receive the message below. This is completely normal for bigger packages. Select Done.
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Once the installation is complete, the user who initiated it will receive an email notification like the one below.
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