Draftable Legal allows you to integrate your iManage On-Premise solution with Draftable Legal itself. This article will provide a step-by-step guide on how to set up this integration by first configuring Draftable Legal for iManage, and then completing the iManage-specific integration in control center. Additionally there is information for Draftable Legal configuration in conjunction with group policy.
Please note:
- This guide requires that you have installed the Draftable App for iManage in your iManage applications.
- It is recommended that if are planning to use the Machine Wide MSI installer for your Draftable Legal installation, we highly recommend that you use the default install location if you also plan to integrate with iManage to reduce the likelihood of any issues during the integration process.
- This is a technical integration guide written for administrator-level users. This is not a guide for using iManage with Draftable Legal, if you are looking for information on how to use iManage with Draftable Legal, please visit this article instead.
Video Resource: For a comprehensive understanding of Draftable deployment with iManage On-Premises, we offer our specially crafted explainer video, accessible via this link.
Configure Draftable Legal within iManage On-Premises Control Center
There are two distinct steps for Draftable iManage configuration, first we need to setup the integration from the Draftable Legal application in the iManage Control Centre, and then we need to setup the Draftable application within iManage itself.
Configuring iManage Draftable app for on-premises
Firstly, we need to configure iManage On-Premise within control center.
- Login into your iManage On-Premise server, and navigate to control center.
- On the left hand menu bar, scroll until you see settings, then select applications.
- On the top right-hand side, select Add Application.
- The following window will appear. Draftable now allows you to upload a package file, so we will select Upload Package.
- Navigate to the following location:
C:\Users\<username>\AppData\Local\DraftableDesktop\app-Y.ZZ.XXX\Integrations
Where <username> is the name of your account on the local machine, and Y.ZZ.XXX is the version number of Draftable, see below for an example.
Or if you are using the MSI install, the files will be located here instead
C:\Program Files (x86)\Draftable\Integrations
Select the Draftable_for_iManage.Zip file and click open.
- The following screen will appear. Since we added the package the information is prefilled. Click Authentication.
- Again the information is prefilled, except for Allow Refresh Token, ensure this is ticked as Yes. Please also ensure you set the "Redirect URL" to "http://localhost/". If this is not set you will experience issues with configuration as its required for correct integration with Draftable Legal.
Once this is done, then click Access.
- Again the information is prefilled, so just click Settings.
- Again the information is prefilled, so just click Review.
Note: You can set the Draftable Communication port to a different value, however, this will require you to change the value on the client end as well via group policy. If you wish to change the port value, set it here within iManage to your desired value and also set the group policy for the Draftable communication port. For the group policy information please refer to this article. |
- Review the information to ensure everything appears to look right and then click Finish.
- Now that the application is configured, we need to set up the web client context menus. In the left-hand menu bar, scroll until you see Work Clients, then select Web Client.
- Within the web client section, select the context menus option to start editing the context menus.
You will see two context menus, one for Documents, and another for Versions. We need to edit both in order to correctly configure. We will first configure Documents. - We first need to remove any options for Select for Compare, by clicking the X next to it. Do so before continuing to the next step.
- Now click on the menu itself so it highlights, and at the bottom of the menu select Add action
- Select the Compare menu item, to add it to the menu. Repeat this for Compare Versions, 1-Click Compare and Compare with latest items as well.
- Reorder the new menu option by selecting and dragging the Compare options to anywhere in your menu. See below for reference.
- That completes the context menu for the Documents context menu. Repeat steps 11 to 15 for the version's context menu. You should see a result similar to below.
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This completes the configuration for the setup for iManage on-premises. If you want to know how to use the feature itself, of launching Draftable from within iManage, please see this article.
Configuring Draftable Legal
Now we need to ensure that we are logging into our On-Premise iManage account. Navigate to the Integrations section of the settings menu and select On-Premises.
The Communication Port and Draftable App Id are prefilled, so you only need to add the Service URL of your On-Premise iManage server. Remember, the service URL is the link to the domain hosting your iManage on-premises link.
That concludes the iManage configuration process between Draftable Legal and On-Premise iManage.
Draftable Legal integration configuration via group policy
You can also configure the integration configuration step shown at the start of the guide above via group policy for convenience to deploy across multiple user accounts.
The two configurable fields for iManage on-premise integration with Draftable are the Service URL and Draftable App ID (or Client ID).
You can configure this via group policy and follow the steps shown in this article. The below image shows what these group policy settings are.