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Data connections

Set up an iManage connection in Contract Express

With Contract Express, you can export documents to a widely-used document management system, iManage.
This guide outlines the steps to configure the connection to iManage from Contract Express.
This must be done by an Administrator in Contract Express. In order to connect successfully, you must have an iManage Work 10.2 (or higher) that uses v2 Rest API.

Set up connection in iManage

To configure a connection to Contract Express in iManage:
  1. Sign into iManage using System Admin credentials.
  2. Go to the iManage Control Center.
  3. In System Setup, add a new application and complete the following parameters:
    • This application requires authentication: Yes
    • Application Type: Web
    • Client Type: Public
    • Redirect URL: {ContractExpressURL}/dms/callback
    note
    Don't forget to add the bit after the trailing slash in your Contract Express URL. For example: https://eu1.contractexpress.com/app/dms/callback
  4. Make a note of the
    Client ID
     and
    Client Secret
    . You'll need this when you set up the iManage connection in Contract Express.

Set up connection in Contract Express

To configure a connection to iManage in Contract Express:
  1. Go to
    Admin
     >
    Connection settings
    .
  2. Click the +
    Add connection
     button.
  3. Choose
    iManage v.2
     from the Integration type dropdown.
  4. Give the connection a name name to differentiate it from any other connections that have been set up.
  5. Enter your iManage ServerURL. This will likely be the same URL you use to navigate to iManage.
  6. Enter your Client ID and Client Secret copied from your iManage Control Center.
  7. Click the
    Save
     button at the top of the page.
note
You can create multiple connections to one or more applications. Adding a connection will enable it for the entire license space.
When exporting, all users will be offered the ability to connect to each enabled connection, however they can only successfully connect to the connections they have valid credentials for.
note
To configure which statuses permit export, go to
Admin
 >
Features
 and click the
Manage Statuses and Actions
 link, which can be found in the Documents section of the Features page.
The default setting is to allow export when a Document has a status of Ready or Executed.

This article applies to:

  • Product: Contract Express