Configuration & Automation (iM)
11 Articles
- Upgrade the iManage Integration for Salesforce Package
- 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?
Getting Started (iM)
7 Articles
3 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
Knowledge Articles (iM)
12 Articles
- Unable to Edit or Save Utility Bar Settings within Lightning Application (iM)
- iManage Workspace Not Loading on Salesforce Mobile App (iM)
- Unable to Manually Create Workspaces with the Connector (iM)
- Lightning Web Security (LWS) Impact to AdvoLogix Components (iM)
- Unable to Retrieve Workspaces That Have a Comma in the Workspace Name (iM)
- Featured Items Component Produces Error When Retrieving or Adding a List of Documents/Folders (iM)
- Unexpected Errors When Preferred Library is Not the Same as the Workspace Mapping Configuration Library Value (iM)
- Featured Items Component Issues Identified Within the iManage API Impacting (iM)
- Users Get Insufficient Privileges Error when Using the 'Sign in to iManage' Button (iM)
- Unable to Upload Document When Record has More Than 1 Workspace Attached (iM)