Overview: The Active - iManage integration allows users to seamlessly search and link/copy documents from iManage directly within Active Workpapers, thus eliminating the need to switch between applications. Additionally, the integration enables users to export finished binders directly to iManage, bypassing the manual process of downloading and uploading completed binders. This streamlined workflow not only saves time but also minimises the likelihood of errors.
Note: Currently, this integration works with iManage Work On-Premises, Legacy Cloud, Classic Cloud, and Private Cloud versions. We are actively working with iManage to create a connection for the iManage Cloud version.
Please refer to the Glossary for definitions of key terms used in this article.
Setting up the integration
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: Set Up Required in iManage - Register Active as an application with iManage Work
The first step is to register Active as an application in your iManage Work instance. Please follow the instructions in this iManage article to complete this process.
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
For Step 7, Redirect URL, please enter this value https://dataget-api.businessfitness.com.au/api/connection/process-callback
Note: You must have iManage admin access to complete this process.
Part 2: Set Up Required in Active Platform
In Active, go to the Admin Centre and click on Integrations.
Locate the 'iManage' integration option and click Configure.
Enter the 'Hostname', 'Access ID' and 'Access Secret' that you generated from iManage by following the Part 1 process, and click Save.
After saving, you will be redirected to iManage's login screen to start the authentication process. Enter your credentials to proceed.
Once the authentication is successful, you will be redirected back to Active's Integration page, where more configurations are available for the integration.
Select the 'Preferred Library' to set as a default.
You can still switch to other libraries using the filter when adding documents.
Select the Client Field Selector, a custom property in iManage that represents the client attribute.
To verify which one to use for your firm, admin users can navigate to iManage's Control Centre → Meta-data → Custom Attributes.
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 article: How to link various records to a binder | Active
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 knowledge article: How to complete and export a binder.