iManage cloud connector
Follow these steps to connect iManage and CoCounsel. You can also watch a video walkthrough on Syncly's support page for detailed guidance.
Add application in iManage control center
- Sign in to Cloud iManage as an NRT administrator.
- Go to theControl Center.
- Go toSettings, thenApplicationson the navigation bar.
- SelectAdd Application.
- Search forSynclyand selectAuthentication.
- Edit the following options.
- Authentication:Keep the default settings.
- Access:SelectAll UsersorCustom. What you select will dictate which people can authenticate the iManage Connector from CoCounsel.
- Settings:Enter the host namexyz.syncly.io.
- Review and save your application.
Add the iManage cloud connector
important
Make sure to sign in to the CoCounsel application as an administrator.
- Go to you user profile, then select , then select+ New Integrationon theIntegrationspage.noteIf you're using the new version of CoCounsel, select , then select theConnectbutton for the connector you want to set up.
- Select iManage Cloud as yourConnector.
- SelectAdd 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.noteWe recommend administrators authorizing as soon as you add the connector. This way, you can test the connection before other people begin using it.
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