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 your are installing the package into.
- Choose Install for Admins Only (Best practice when installing the integration.)
- Select Install
![](https://media.screensteps.com/image_assets/assets/005/658/716/original/ss%20Install%20iManage%20Instructions%20Step2.png)
The installation process will begin.
![](https://media.screensteps.com/image_assets/assets/005/658/717/original/ss%20Install%20iManage%20Instructions%20Step3.png)
After a couple of minutes, you will receive the message below. This is completely normal for bigger packages. Select Done.
![](https://media.screensteps.com/image_assets/assets/005/658/718/original/ss%20Install%20iManage%20Instructions%20Step4.png)
Once the installation is complete, the user that initiated the install will receive an email notification like the one below.
![](https://media.screensteps.com/image_assets/assets/005/658/697/original/ss%20Install%20iManage%20Instructions%20Step5.png)