Skip to main content
iManage on-premise connector
Search
Search CoCounsel Support Help and Support.

This article applies to:

  • Product: CoCounsel

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
    DMS integrations via Syncly
    .
  3. Select
    New integration
    .
  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:
       Use the same Client ID you set up in the first step on iManage.
    • Secret Key:
       Copy and paste the Client Secret from the first step on iManage.
    • Scope:
       Enter
      User
      .
    • Refresh Token:
       Leave as the default.
    • Server Address:
       Enter the URL for your instance of iManage. If using an application proxy use the external URL you created instead.
  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.

Related Content