Connect DMS Connectors to CoCounsel

iManage on-premise connector

Follow these steps to connect iManage (on-premise) and CoCounsel. You can also watch a video walkthrough for detailed guidance.

Add application in iManage control center (on-premise)

Follow these steps to add the application in iManage Control Center.
  • On-prem iManage
  • Classic cloud iManage
  1. Sign in to the
    iManage server
    , and go to the
    Control Center
    .
  2. From the navigation bar, select
    Settings
    , then
    Applications
    .
  3. Select
    Add Application
    .
  4. Select
    Configure Manually
    .
  5. In the configuration screen, provide the following details.
    • Name:
       Enter a name to identify this connector, such as iManage Sandbox.
    • API Key:
       iManage uses this for authentication. You can use any name such as CoCounsel. This name is important. You will use it in step 2.
    • API Secret:
       Auto Generate one using the auto generate option. Remember it. You will use it in step 2.
  6. Select
    Authentication
     to continue.
  7. Update the redirect URL.
    note
    To find the redirect URL, go to
    CoCounsel Application
    Admin settings
    Integration page
    How to set up your integrations
    .
  8. Enable
    Allow refresh token
    .
  9. Don't change other default options.
  10. Select
    Access
     to continue.
  11. Select who can authenticate the iManage Connector from CoCounsel. Select
    All users
     to let everyone with CoCounsel access authenticate, or
    Custom
     to specify certain people.
  12. Select
    Review
    . Switch the
    Enable Application
     option to
    Yes
    .
  13. Select
    Finish
    .
    note
    If you are using iManage On-premise (10.0 or later versions), you'll need 1 of these options:
    • Public-facing URL.
      • If you have a public-facing URL, you may have implemented IP allow listing. If this is the case, use below Syncly public IP address based on the region:
        • US Public IP - 172.176.96.10
        • UK/EU Public IP - 52.166.136.176
        For other regions reach out to cocounselsupport@thomsonreuters.com
    • Application Proxy service.
    We provide this information as a courtesy. If you still have questions or need help, you'll need to contact a qualified IT professional. Support is available to help with Thomson Reuters products within our scope of service.

Add the iManage cloud connector (on-premise)

  1. Be sure you are signed in to the application as an administrator.
  2. Go to
    Admin settings
    Integrations
    .
  3. Select
    New connection
    .
  4. Select iManage as your
    Connector
    .
  5. Fill in the following fields:
    • Name:
       Enter a name to identify the instance, such as iManage Sandbox.
    • Client Id:
       This is a randomly generated string by iManage, listed in the application's record from step 1.
    • Secret Key:
       Copy and paste the random string from the previous step.
    • Scope:
       Enter
      User
      .
    • Refresh Token:
       Leave as the default.
    • Server Address:
       Enter the URL for your instance of iManage.
  6. Select
    Add connector
    . The connector is added with an active state.
    When you add the connector, it's available for all other people to view in their list of external Document Management System (DMS) connections. Every individual runs through the authorization process the 1st time they sign in.
    note
    We recommend administrators authorizing as soon as you add the connector. This way, you can test the connection before other people begin using it.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

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