Configuring iManage to launch directly into Draftable

This article is intended for administrators who want to configure iManage with Draftable Legal to simplify document comparison by providing the ability to start comparisons directly from within iManage. 

This guide includes the process for both iManage cloud and on-premise, hence, both deployments of iManage are supported for this integration. 

iManage Cloud configuration

The iManage cloud configuration requires access to both Draftable Legal and an administrator-level 
(with access to control center) account for configuring Draftable within iManage. 

Configuring Draftable Legal

Ensure you have logged into iManage on your Draftable Legal application. This can be done following the process below. 

1. Open the settings menu and navigate to the integrations section of the settings. 
   
2. Click the Login button, enter your credentials for your iManage account. It should display as Connected as with your correct account details if done correctly. 
   

Configuring iManage cloud 

We need to complete a few steps in order to correctly integrate Draftable Legal in iManage, and also setup the context menus to allow your users to compare with Draftable within iManage cloud. 

1. Login into iManage and navigate to control center. 
   
   
2. On the left hand menu bar, scroll until you see settings, then select applications
   
   
3. On the top right-hand side, select Add Application 
   
4. Search for Draftable, select the Draftable option, and then click Authentication
   
   
5. Now we configure the application, in the authentication section ensure we have the following settings configured:
   Allow Refresh Token = Yes
   Refresh Token Expiry = 365
   Access Token Expiry = 30 
   
   Once configured, select Access.
   
   
6. In the "Access" window, ensure that Allow access to is set to All Users. Then click Review.
7. In the "Settings" window, ensure that the Draftable Communication Port is set to 4764. Then click Review. 
   
   Note: You can set this 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. 
   
8. In the "Review" window, ensure that the information configured is correct, and then select Finish.
   
9. 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.
   
   
10. Within the web client section, select the context menus option to start editing the context menus.
    
11. 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.
    
    
12. 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. 
    
13. Now click on the menu itself so it highlights, and at the bottom of the menu select Add action.
    
    
14. Select the Compare with Draftable action to add it to the menu. 
    
15. Reorder the new menu option by selecting and dragging the Compare with Draftable option to anywhere in your menu. See below for reference. 
    
16. 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. 
    

This completes the configuration for the setup for iManage on cloud. If you want to know how to use the feature itself, of launching Draftable from within iManage, please see this article. 

iManage On-Premise configuration

The iManage on-premise configuration requires access to both Draftable Legal and an administrator-level (with access to control center) account for configuring Draftable within iManage on-premise. 

Configuring Draftable Legal

Firstly 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. 

Once you have done this, we can move to configuring iManage On-Premise.

Configuring iManage on-premises

1. Login into your iManage On-Premise server, and navigate to control center. 
   
   
2. On the left hand menu bar, scroll until you see settings, then select applications.
   
   
3. On the top right-hand side, select Add Application 
   
4. The following window will appear. Draftable now allows you to upload a package file, so we will select Upload Package.
   
5. 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.
   Select the Draftable_for_iManage.Zip file and click open.
6. The following screen will appear. Since we added the package the information is prefilled. Click Authentication.
   
7. Again the information is prefilled, except for Allow Refresh Token, ensure this is ticked as Yes. Then click Access.
   
8. Again the information is prefilled, so just click Settings.
   
9. 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. 
10. Review the information to ensure everything appears to look right and then click Finish.
11. 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.
12. 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.
    
13. 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. 
    
14. Now click on the menu itself so it highlights, and at the bottom of the menu select Add action 
    
15. Select the Compare with Draftable action to add it to the menu. 
    
16. Reorder the new menu option by selecting and dragging the Compare with Draftable option to anywhere in your menu. See below for reference. 
    
17. 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. 
    

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.