Configuration & Automation (iM)
10 Articles
- Navigation Options for Workspaces & Folders
- Extending iManage Notifications
- Edit an Existing iManage Workspace Configuration
- Create an iManage Workspace via Automation
- Upload Salesforce Files to iManage Workspace via Automation
- Update an iManage Workspace Name via Automation
- Create an iManage Folder via Automation
- Apex Invocable Methods Available Within the Connector
- How do I set up the connector component?
- How do I set up the document link component?
Getting Started (iM)
6 Articles
4 Workflows
- [START HERE]☞Integration Guide
- How to Assemble Your iManage Redirect URL
- Installing the iManage Integration Package
- Set Up the Integration in the iManage Control Center
- iManage Authentication Setup in Salesforce
- Set Up Permissions for your Salesforce Users
- iManage Setup: Workspace Configuration Manager
- iManage Setup: Notifications
- iManage Setup: Featured Items Manager
- iManage Setup: Secured Logins
Release Notes (iM)
1 Article