๐ก This article only applies if your iManage is hosted on Cloud iManage (ie with an endpoint of cloudimanage.com
๐พ If your iManage isn't located on Cloud iManage, then refer to this article. To learn more about the differences, read this article.
Connecting Legatics to iManage
Cloud iManage allows you to add applications from an approved list
Your iManage help articles will help you understand how to add an application. We've also got step-by-step guidance below.
1. Navigate to iManage Control Centre
2. Navigate to Applications in Settings
3. Select Add Application
4. Select Legatics 2
5. Select Authentication > Access > Review > Finish
Connecting iManage to Legatics
After you've completed the above, let us know you're ready to integrate by emailing us at integrations@legatics.com. We need the below information to set-up the integration (send this to us any way you like).
Server name* | This is not visible to users but will be used for reference. |
iManage server location* | Your iManage server location
|
Tester emails | Emails of the people who will be testing the integration.
If this is enabled, no other users will see the iManage functionality. |
Further iManage features and Related Articles