Configure iManage Integration

Before you begin, you must already have an iManage account. To connect your account with iManage, you will be asked to provide the login information specific to your iManage account.

This feature is not enabled by default. For information on enabling this feature, see Enabling Features.

Connecting to iManage

To connect Tracker to your iManage account:

  1. Select Settings in the left navigation.
  2. In the Integrations section, select Document Collaboration.
  3. In the dropdown, select iManage.
  4. In the URL field, enter the URL of your iManage instance.
  5. In the Client Id field, enter client ID provided to you by iManage.
  6. In the Secret Key field, enter the key provided to you by iManage.
  7. On the iManage login screen, enter your iManage user name and password and select Sign in. When you are successfully signed in, you will be returned to the Document Management Configuration page in Tracker. Next, you need to manage the workspaces and folders you want to link maters to.

Managing iManage Workspaces and Folders

When you have set up the connection between Tracker and iManage, you must set up the mapping between Tracker matters and iManage.

To set up your iManage workspaces and folders:

  1. After you have connected to iManage, on the Document Management Configuration screen in Tracker, check the Use iManage as your Document Management solution box. The list of your current matters and iManage workspaces and folders appears.

Tip | Leave the Use iManage as your Document Management solution checkbox checked to always use iManage as your default document management solution.

  1. Existing matters are listed by matter type and sub-type. For each sub-type, select either the Workspace or Folder button, depending on how you want to map matters that use that matter type template.
  2. Use the dropdown to select the iManage parent workspace or workspace template that you want matters of this type to map to.

This configuration applies new matters only. Existing matters are only affected if they are edited.

  1. On the toolbar, select Save & close.

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