The settings menu was reorganised in Draftable Legal 26.6. If you are on 26.6 or later, follow the “26.6 and later” tabs below. On earlier versions, follow “Before 26.6”. To check your version, open Settings. The version number shows at the bottom-left (for example, v26.6.0).
Please note: 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.
Note regarding Machine Wide MSI installation for Draftable Legal and iManage integration
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.Configure Draftable Legal within iManage Cloud Control Center
There are two distinct steps for Draftable iManage configuration, first we need to setup the integration within iManage itself (Control Centre), and then we need to set up the Draftable application configuration to log us into iManage.Configuring iManage Cloud
- We need to first 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. PLEASE READ AND FOLLOW THESE STEPS CAREFULLY
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:
6
Allow Refresh Token = Yes - (PLEASE ENSURE YOU SELECT THIS AS ‘YES’)
Refresh Token Expiry = 365
Access Token Expiry = 30Once configured, select Access.
Refresh Token Expiry = 365
Access Token Expiry = 30Once configured, select Access.
7
In the “Access” window, ensure that Allow access to is set to All Users. Then click Review.
8
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.
9
In the “Review” window, ensure that the information configured is correct, and then select Finish.
10
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.
11
Within the web client section, select the context menus option to start editing the context menus.
12
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 menu item, to add it to the menu. Repeat this for Compare Versions, 1-Click Compare and Compare with latest items as well.
16
Reorder the new menu option by selecting and dragging the Compare options 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.
18
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.
Configuring Draftable Legal
Now we need to ensure that we are logging into our cloud iManage account. In 26.6 and later, open the settings menu and go to DMS Connections > iManage. In versions before 26.6, navigate to the Integrations section of the settings menu and select iManage. Depending on what version of Draftable you are using, there are two different procedures you need to follow depending on the version.If you are using Draftable v25.9.300 or earlier:
Now we need to ensure that we are logging into our cloud iManage account. Navigate to the Integrations section of the settings menu and select cloud. 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, and enter your credentials for your iManage account. It should display as Connected as with your correct account details if done correctly.
If you are using Draftable v25.10.000 or later
- 26.6 and later
- Before 26.6
Before you can connect, you need to turn on the iManage integration. In the settings menu, select DMS Connections, find the iManage section, and switch on its enable toggle. The connection options and Servers list only appear once iManage is enabled.
1
Open the settings menu, select DMS Connections, then expand the iManage section.Here you can manage your connection options, including Log in at startup, Sign in via system browser, Detailed logging, Open uploaded docs in browser, and App ID. Your iManage servers are listed at the bottom under Servers.
2
To add a server, click Add server. In the Add iManage Server dialog, enter your iManage Work server address in the Server URL field (for example, 
https://cloudimanage.com), then click Add Server.In 26.6 and later the dialog has a single Server URL field. There is no separate name field; the server name is taken from the URL. You connect and authenticate after the server has been added.
3
The server is added to the Servers list. You can add more than one server if you work across multiple tenancies.
4
Find the server you want to use in the Servers list and click Connect, then enter your iManage credentials (unless they have already been configured by Group Policy).
5
Once authentication succeeds, the connection is validated: the iManage header shows a green Connected as badge with your account, the server is marked Connected in the Servers list, and its Connect button changes to Disconnect.
iManage 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. Depending on what version of Draftable you are using, there are two different procedures you need to follow depending on the version.If you are using Draftable v25.9.300 or earlier:
The three configurable fields for iManage cloud integration with Draftable are the, Enable iManage integration on Behalf of users, Service URL and Draftable App ID (or Client ID). The On Premise GPO options will also work for cloud as long as the service URL is entered the same as the cloud URL. You can configure this via group policy and follow the steps shown in this article. The image below shows what these group policy settings are.
If you are using Draftable v25.10.000 or later
The two configurable fields for iManage cloud integration with Draftable are the, Enable iManage integration on Behalf of users, and iManage endpoints (CSV). The first Enable iManage integration on Behalf of users, is just a Binary field that enables the integration for users.
Note: The first URL provided will be the default one that is selected by Draftable.