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Data connections

Set up an iManage universal app connection

With Contract Express standalone, you can export documents to widely-used document management systems, NetDocuments, iManage, SharePoint Online or to client collaboration tool HighQ.
This guide outlines the steps to configure the connection to iManage from Contract Express using the universal app on cloudimanage.com. This must be done by an Administrator in Contract Express.

Request Single-tenant URL registration

Multi-tenant customers can skip to
Set up connection in iManage
 section below.
If your Contract Express is on deployed on a single-tenant instance (it runs on a unique URL), send a request to contractexpress-support@thomsonreuters.com to register this URL with the Contract Express universal app on iManage.

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
    Applications
    , click Add Application and select Thomson Reuters - Contract Express from the list.
  4. Complete authentication and access settings and click
    Finish
    .

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 (Universal app on cloudimanage.com)
     from the
    Integration type
     dropdown.
  4. Give the connection a name to differentiate it from any other connections that have been set up.
  5. If your iManage instance uses a custom domain, check iManage custom domain box and enter the iManage URL.
  6. 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 document 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