iManage Work Setup Guide
This document assumes that you are configuring a cloud version of Avvoka with a cloud version of iManage Work, and that your iManage Work server version is 10.2 or higher. If you have an on-premise version of iManage Work with a publicly available URL, you will also be able to configure your iManage Work account with Avvoka using this guide. If not, you will likely need to set up a separate server with Avvoka so that we can connect through your VPN for example. If you're seeking a feature overview of the iManage feature, you can refer to this article here.
Register the Avvoka application in Control Center in iManage
Open Control Center.
In the Dashboard on the left, select Applications.
The Application panel appears on the right.
At the top-right corner, click Add Application.
The Add Application dialog box appears.
Click Configure Manually.
On the Configuration tab, fill the text boxes as follows, then click Authentication.
Name | Avvoka |
Description | Avvoka iManage Connector |
Client ID: | e0a0f545-d0a0-47b9-a45e-a70a8e115fbc |
Client Secret | Click Edit and generate a new Client Secret value. Authenticating to iManage Work using the Universal API with OAuth 2.0 requires the Client Secret; note the value for future use. |
Publisher | Avvoka |
6. On the Authentication tab, fill the text boxes and set the switches as follows, then click Access.
iManage Work Authentication Required? | Yes |
Application Type | Web |
Client Type | Confidential |
Redirect URL | https://[youravvokasubdomain].[demo].avvoka.com/imanage_work/callback |
Client Secret Expires | Never |
Allow Refresh Token | Yes
When prompted set the token expiry to 365 days (default)
|
Access Token Expiry |
|
7. On the Access tab, select All Users then click Access.
8. On the Review tab, switch Enable Application to Yes, then click Finish.
Organisation Authentication
The first step to connecting your Avvoka and iManage Work accounts is for an organisation support user to enable the iManage Work integration for the organisation
In order to do so, navigate to Support > Organisations > {Your Organisation} > iManage Work Settings
2. Make sure to do the following:
a. Active: Tick this box to indicate that the integration is active
b. Work tenant: Choose the relevant dropdown option
3. Then click the “Save” button
4. After you authenticate a user, you will be able to test the integration from this page as well
User Authentication
Each individual user in the organisation that would like to leverage the iManage Work integration will need to authenticate their accounts. The following steps explain how to do so.
Users should navigate to their Account > Settings
2. At the bottom of the page, under iManage settings, select “Authorize”
3. You’ll then be redirected to the iManage page where users should log in with their accounts
4. After they click sign in they’ll be redirected back to the Avvoka application where they have full access to the iManage Work integration
5. If you have authenticated your account as a Support User, you can now return to the Organisation settings from the previous section and test your integration