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Integrations

Configure iManage Integration

Before you begin, you must already have an iManage account. To connect your account with iManage, you will be asked to provide the login information specific to your iManage account.
note
This feature is not enabled by default.

Connecting to iManage

To connect Tracker to your iManage account:
  1. Select
    Settings
    in the left navigation.
  2. In the
    Integrations
     section, select
    Document Collaboration
    .
  3. In the dropdown, select
    iManage
    .
  4. In the
    URL
     field, enter the URL of your iManage instance.
  5. In the
    Client Id
    field, enter client ID provided to you by iManage.
  6. In the
    Secret Key
     field, enter the key provided to you by iManage.
  7. On the iManage login screen, enter your iManage user name and password and select
    Sign in
    . When you are successfully signed in, you will be returned to the Document Management Configuration page in Tracker. Next, you need to manage the workspaces and folders you want to link maters to.

Managing iManage Workspaces and Folders

When you have set up the connection between Tracker and iManage, you must set up the mapping between Tracker matters and iManage.
To set up your iManage workspaces and folders:
  1. After you have connected to iManage, on the Document Management Configuration screen in Tracker, check the
    Use iManage as your Document Management solution
     box. The list of your current matters and iManage workspaces and folders appears.
    note
    Leave the
    Use iManage as your Document Management solution
     checkbox checked to always use iManage as your default document management solution.
  2. Existing matters are listed by matter type and sub-type. For each sub-type, select either the
    Workspace
    or
    Folder
    button, depending on how you want to map matters that use that matter type template.
  3. Use the dropdown to select the iManage parent workspace or workspace template that you want matters of this type to map to.
    note
    This configuration applies new matters only. Existing matters are only affected if they are edited.
  4. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company