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Guide for iManage Cloud integration with Draftable Legal

  • Updated

Draftable Legal allows you to integrate your iManage Cloud 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 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 iManage deployment via cloud, we offer our specially crafted explainer video, accessible via this link.

 

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 from the Draftable Legal application, and then we need to set up the Draftable application within iManage itself. 

 

Configuring Draftable Legal

Firstly 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. 

 

Configuring iManage Cloud

  1. 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 menu item, to add it to the menu. Repeat this for Compare Versions, 1-Click Compare and Compare with latest items as well.
    15. Reorder the new menu option by selecting and dragging the Compare options 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. 

    17. 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. 

       

That concludes the iManage configuration process between Draftable Legal and Cloud iManage. 

 

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. 

The three configurable fields for iManage cloud integration with Draftable are the, Enable iManage integration, 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 below image shows what these group policy settings are. 

 

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