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This article applies to:

  • Product: Legal Tracker
  • Audiences: Company

Configure NetDocuments Integration

NetDocuments is a matter-centric document management platform. NetDocuments can be integrated with Legal Tracker. Before you set up this integration, you must already have a NetDocuments account.

Set up the Connection to NetDocuments

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
    NetDocuments.
  4. In the
    URL
     field, enter the URL of your NetDocuments client instance.
  5. In the
    Client Id
    field, enter client ID provided to you by NetDocuments.
  6. In the
    Secret Key
     field, enter the key provided to you by NetDocuments.
  7. Select the
    Sign in
     link.
  8. On the NetDocuments login screen, sign in to your NetDocuments account. When you are successfully signed in, you will be returned to the Document Management Configuration page in Tracker.