The Active – iManage integration lets your team:
• Search and link/copy documents from iManage directly inside Active Workpapers, without switching between applications.
• Export finished binders straight to iManage, removing the manual download-and-reupload step.
The result is a faster workflow with fewer manual steps and fewer errors.
This integration supports both iManage Cloud and iManage Work On-Premises (including Legacy Cloud, Classic Cloud, and Private Cloud).
Please refer to the Glossary for definitions of key terms used in this article.
Setup
Note: To set up this integration, users must have administrative access to both systems.
Once an administrator has finished setting up, the integration becomes available for all users to access and utilise in Active Workpapers.
Part 1: Register Active as an application in iManage
Before enabling the integration in Active, you need to register Active as a trusted application inside iManage. The steps differ depending on your iManage deployment — follow the section that applies to you.
If you're on iManage Cloud
Active is available as a pre-approved application in the iManage Cloud application catalogue, so setup only takes a few clicks.
Sign in to iManage Cloud as an administrator.
Navigate to Control Centre → Applications → + Add Application.
Search for Business Fitness – Active and select it.
Click Authenticate, grant the requested access, and Finish the process.
Once done, continue to Part 2.
If you're on iManage Work On-Premises
(This also applies to Legacy Cloud, Classic Cloud, and Private Cloud.)
You'll need to manually register Active as an application in your iManage Work instance. This process generates the Access ID and Access Secret you'll enter in Part 2.
1. Follow iManage's official instructions here:
https://help.imanage.com/hc/en-us/articles/360015651134-Register-an-application-with-iManage-Work-and-authenticate-with-OAuth-2-0-and-the-Universal-API
2. For Step 7, Redirect URL, please enter this value: https://dataget-api.businessfitness.com.au/api/connection/process-callback
3. Once registered, keep your generated Hostname, Access ID, and Access Secret ready — you'll enter them in Part 2.
Part 2: Set up required in Active Platform
1. Log in to the Active homepage and navigate to the Admin Centre by clicking on your username.
2. In the Admin Centre, under the Firm banner, select Integrations.
3. Locate the 'iManage' integration option and click Configure.
4. Choose your connection type
You'll now see the iManage connection screen. Select your connection type at the top:
iManage Cloud — for firms on iManage's cloud offering
iManage On-Prem — for On-Premises, Legacy Cloud, Classic Cloud, or Private Cloud firms
The fields you see next depend on your selection.
If you selected iManage Cloud
1. Enter your Hostname.
2. Click Authenticate.
That's it — no Access ID or Access Secret is required for iManage Cloud firms.
If you selected iManage On-Prem
Enter the 'Hostname', 'Access ID' and 'Access Secret' that you generated from iManage by following Part 1 in this article, and click Save.
5. After saving, you will be redirected to iManage's login screen to start the authentication process. Enter your credentials to proceed.
6. Once the authentication is successful, you will be redirected back to Active's Integration page, where more configurations are available for the integration.
7. Select the Preferred Library to set as a default.
Note: You can still switch to other libraries using the filter when adding documents.
8. Select the Client Field Selector, a custom property in iManage that represents the client attribute.
9. To verify which one to use for your firm, admin users can navigate to iManage's Control Centre → Meta-data → Custom Attributes.
10. Once the configuration is complete, click Save and Close to save the changes.
How to use the integration
a) Linking/copying source documents
For information on how to link iManage Docs, see this support article: How to link various records to a binder.
The only difference from the article is that you would select Add from iManage tab and select documents from there.
After the firm administrator sets up the integration, each user attempting to access it must authenticate once as part of the security protocols.
Once authenticated, return to the 'Add Record/Add Supporting Document' screen. Here, you can specify clients and workspaces, and then select documents that match your search criteria. We have also added folders as a filter to make it more convenient.
Once you have made your selections, we will remember your filter choices for that particular binder until you hit the clear button. This ensures that your searches are optimised and eliminates the need to select these filters repeatedly within that binder.
b) Exporting completed binders to iManage
For information on how to export a completed binder, see the support article: How to complete and export a binder.